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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 | $292,895 | $76,367+283.5% | $93,614+212.9% | $72,983+301.3% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.5%+30.5pp |
| Annual return | 6.08% | 25.82%-19.7pp | 32.76%-26.7pp | 81.01%-74.9pp |
| Employer contribution / active EE | $10,440 | $2,275+358.8% | $2,718+284.0% | $2,440+327.9% |
| Participant deferral / active EE | $5,380 | $3,538+52.1% | $4,069+32.2% | $3,608+49.1% |
| Admin fee / account holder | $25,059 | $6,838+266.5% | $7,889+217.6% | $5,124+389.0% |