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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 | $375,136 | $77,449+384.4% | $69,483+439.9% | $152,909+145.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 2.68% | 39.09%-36.4pp | 28.99%-26.3pp | 345.46%-342.8pp |
| Employer contribution / active EE | $11,947 | $3,316+260.3% | $2,780+329.8% | $4,764+150.8% |
| Participant deferral / active EE | $3,086 | $4,415-30.1% | $3,537-12.7% | $5,851-47.3% |
| Admin fee / account holder | $3,157 | $6,210-49.2% | $3,841-17.8% | $11,601-72.8% |