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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $412,842 | $93,617+341.0% | $135,982+203.6% | $75,177+449.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 2.42% | 30.89%-28.5pp | 68.32%-65.9pp | 160.75%-158.3pp |
| Employer contribution / active EE | $7,219 | $3,538+104.0% | $4,859+48.6% | $2,671+170.3% |
| Participant deferral / active EE | $0 | $6,406-100.0% | $7,760-100.0% | $4,126-100.0% |
| Admin fee / account holder | $26,211 | $6,980+275.5% | $10,767+143.4% | $5,651+363.8% |