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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 | $640,275 | $117,433+445.2% | $99,475+543.7% | $152,897+318.8% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.5%+17.5pp |
| Annual return | 2.67% | 31.87%-29.2pp | 30.72%-28.0pp | 345.43%-342.8pp |
| Employer contribution / active EE | $2,133 | $3,013-29.2% | $2,540-16.0% | $4,764-55.2% |
| Participant deferral / active EE | $0 | $4,086-100.0% | $3,619-100.0% | $5,851-100.0% |
| Admin fee / account holder | $9,500 | $7,634+24.4% | $6,252+51.9% | $11,599-18.1% |