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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 | $307,905 | $103,164+198.5% | $90,259+241.1% | $154,746+99.0% |
| Participation rate | 100.0% | 76.1%+23.9pp | 70.7%+29.3pp | 80.7%+19.3pp |
| Annual return | 5.66% | 19.25%-13.6pp | 18.88%-13.2pp | 172.34%-166.7pp |
| Employer contribution / active EE | $4,231 | $2,532+67.1% | $2,291+84.6% | $4,379-3.4% |
| Participant deferral / active EE | $0 | $4,422-100.0% | $3,827-100.0% | $6,730-100.0% |
| Admin fee / account holder | $9,614 | $8,593+11.9% | $7,267+32.3% | $14,365-33.1% |