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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 | $397,443 | $77,962+409.8% | $178,540+122.6% | $80,935+391.1% |
| Participation rate | 100.0% | 65.7%+34.3pp | 77.1%+22.9pp | 67.7%+32.3pp |
| Annual return | 6.66% | 18.10%-11.4pp | 27.15%-20.5pp | 35.66%-29.0pp |
| Employer contribution / active EE | $25,912 | $2,280+1036.3% | $3,953+555.5% | $2,757+840.0% |
| Participant deferral / active EE | $0 | $4,404-100.0% | $6,281-100.0% | $4,299-100.0% |
| Admin fee / account holder | $19,429 | $7,156+171.5% | $10,424+86.4% | $6,924+180.6% |