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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 | $379,726 | $95,959+295.7% | $97,411+289.8% | $138,895+173.4% |
| Participation rate | 100.0% | 81.8%+18.2pp | 80.4%+19.6pp | 79.9%+20.1pp |
| Annual return | 3.04% | 29.30%-26.3pp | 34.72%-31.7pp | 145.39%-142.4pp |
| Employer contribution / active EE | $16,388 | $4,278+283.0% | $4,210+289.3% | $4,194+290.7% |
| Participant deferral / active EE | $2,167 | $5,876-63.1% | $5,886-63.2% | $6,396-66.1% |
| Admin fee / account holder | $101,096 | $7,555+1238.1% | $7,145+1315.0% | $12,562+704.8% |