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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 | $322,649 | $110,240+192.7% | $96,544+234.2% | $139,487+131.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 3.10% | 26.41%-23.3pp | 25.88%-22.8pp | 373.84%-370.7pp |
| Employer contribution / active EE | $19,760 | $3,622+445.5% | $2,966+566.1% | $4,755+315.6% |
| Participant deferral / active EE | $6,829 | $5,549+23.1% | $4,851+40.8% | $6,713+1.7% |
| Admin fee / account holder | $2,016 | $11,602-82.6% | $8,254-75.6% | $11,407-82.3% |