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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 | $449,691 | $117,846+281.6% | $102,434+339.0% | $145,884+208.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 5.35% | 31.90%-26.6pp | 29.46%-24.1pp | 551.85%-546.5pp |
| Employer contribution / active EE | $25,897 | $3,615+616.4% | $3,023+756.6% | $4,662+455.4% |
| Participant deferral / active EE | $0 | $5,733-100.0% | $5,055-100.0% | $6,690-100.0% |
| Admin fee / account holder | $2,454 | $13,356-81.6% | $9,462-74.1% | $13,392-81.7% |