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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 | $416,517 | $177,156+135.1% | $147,027+183.3% | $154,746+169.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 5.06% | 21.94%-16.9pp | 20.23%-15.2pp | 172.34%-167.3pp |
| Employer contribution / active EE | $12,518 | $4,336+188.7% | $3,626+245.2% | $4,379+185.8% |
| Participant deferral / active EE | $0 | $5,797-100.0% | $4,933-100.0% | $6,730-100.0% |
| Admin fee / account holder | $16,923 | $14,904+13.5% | $12,223+38.5% | $14,365+17.8% |