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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 | $324,720 | $67,602+380.3% | $82,312+294.5% | $70,126+363.1% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 10.79% | 21.57%-10.8pp | 25.88%-15.1pp | 73.15%-62.4pp |
| Employer contribution / active EE | $15,013 | $1,755+755.5% | $2,428+518.2% | $2,343+540.9% |
| Participant deferral / active EE | $0 | $2,987-100.0% | $3,706-100.0% | $3,332-100.0% |
| Admin fee / account holder | $13,096 | $4,512+190.3% | $5,608+133.5% | $4,645+181.9% |