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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 | $110,286+192.6% | $96,569+234.1% | $139,427+131.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 3.10% | 26.39%-23.3pp | 25.87%-22.8pp | 373.27%-370.2pp |
| Employer contribution / active EE | $19,760 | $3,619+446.1% | $2,965+566.4% | $4,752+315.9% |
| Participant deferral / active EE | $6,829 | $5,546+23.1% | $4,851+40.8% | $6,711+1.8% |
| Admin fee / account holder | $2,016 | $11,592-82.6% | $8,251-75.6% | $11,404-82.3% |