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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 | $366,396 | $171,272+113.9% | $127,803+186.7% | $152,909+139.6% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.0%+21.0pp | 82.5%+17.5pp |
| Annual return | 6.05% | 23.54%-17.5pp | 26.14%-20.1pp | 345.46%-339.4pp |
| Employer contribution / active EE | $6,501 | $5,451+19.3% | $4,576+42.1% | $4,764+36.5% |
| Participant deferral / active EE | $0 | $7,043-100.0% | $6,023-100.0% | $5,851-100.0% |
| Admin fee / account holder | $2,295 | $14,540-84.2% | $9,399-75.6% | $11,601-80.2% |