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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 | $492,616 | $177,156+178.1% | $147,027+235.1% | $154,746+218.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 5.81% | 21.94%-16.1pp | 20.23%-14.4pp | 172.34%-166.5pp |
| Employer contribution / active EE | $23,096 | $4,336+432.6% | $3,626+537.0% | $4,379+427.4% |
| Participant deferral / active EE | $0 | $5,797-100.0% | $4,933-100.0% | $6,730-100.0% |
| Admin fee / account holder | $13,101 | $14,904-12.1% | $12,223+7.2% | $14,365-8.8% |