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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 | $100,784+369.9% | $191,597+147.2% | $82,637+473.1% |
| Participation rate | 100.0% | 70.5%+29.5pp | 76.9%+23.1pp | 68.1%+31.9pp |
| Annual return | 10.93% | 18.13%-7.2pp | 27.07%-16.1pp | 53.51%-42.6pp |
| Employer contribution / active EE | $32,245 | $3,102+939.6% | $5,025+541.7% | $2,552+1163.5% |
| Participant deferral / active EE | $0 | $4,937-100.0% | $6,850-100.0% | $4,126-100.0% |
| Admin fee / account holder | $26,151 | $10,062+159.9% | $22,799+14.7% | $7,339+256.3% |