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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 | $473,557 | $96,289+391.8% | $213,469+121.8% | $87,485+441.3% |
| Participation rate | 100.0% | 69.6%+30.4pp | 77.1%+22.9pp | 68.9%+31.1pp |
| Annual return | 10.93% | 17.78%-6.9pp | 20.58%-9.7pp | 26.06%-15.1pp |
| Employer contribution / active EE | $32,245 | $3,035+962.3% | $4,994+545.7% | $2,596+1142.0% |
| Participant deferral / active EE | $0 | $4,750-100.0% | $6,841-100.0% | $4,274-100.0% |
| Admin fee / account holder | $26,151 | $9,670+170.4% | $27,141-3.6% | $7,775+236.4% |