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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 | $488,822 | $72,471+574.5% | $94,215+418.8% | $86,983+462.0% |
| Participation rate | 100.0% | 63.9%+36.1pp | 70.0%+30.0pp | 69.5%+30.5pp |
| Annual return | 10.46% | 26.44%-16.0pp | 28.22%-17.8pp | 25.83%-15.4pp |
| Employer contribution / active EE | $4,717 | $1,936+143.7% | $2,675+76.3% | $2,584+82.5% |
| Participant deferral / active EE | $0 | $3,397-100.0% | $4,276-100.0% | $4,194-100.0% |
| Admin fee / account holder | $16,111 | $6,468+149.1% | $10,216+57.7% | $7,856+105.1% |