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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 | $443,671 | $88,042+403.9% | $138,135+221.2% | $79,856+455.6% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.7%+21.3pp | 69.6%+30.4pp |
| Annual return | 9.87% | 20.58%-10.7pp | 20.51%-10.6pp | 31.71%-21.8pp |
| Employer contribution / active EE | $25,601 | $3,103+725.0% | $5,587+358.2% | $2,471+936.0% |
| Participant deferral / active EE | $0 | $4,704-100.0% | $6,431-100.0% | $3,741-100.0% |
| Admin fee / account holder | $41,436 | $7,791+431.8% | $11,856+249.5% | $5,306+680.9% |