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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 | $99,633+375.3% | $183,328+158.3% | $82,448+474.4% |
| Participation rate | 100.0% | 70.8%+29.2pp | 77.3%+22.7pp | 68.1%+31.9pp |
| Annual return | 10.93% | 17.84%-6.9pp | 29.67%-18.7pp | 41.64%-30.7pp |
| Employer contribution / active EE | $32,245 | $3,256+890.2% | $5,055+537.9% | $2,551+1164.1% |
| Participant deferral / active EE | $0 | $4,938-100.0% | $6,795-100.0% | $4,139-100.0% |
| Admin fee / account holder | $26,151 | $9,934+163.2% | $21,427+22.0% | $7,234+261.5% |