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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 | $557,411 | $86,940+541.1% | $102,434+444.2% | $80,935+588.7% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 5.97% | 18.89%-12.9pp | 29.46%-23.5pp | 35.66%-29.7pp |
| Employer contribution / active EE | $23,855 | $2,370+906.7% | $3,023+689.1% | $2,757+765.4% |
| Participant deferral / active EE | $0 | $4,121-100.0% | $5,055-100.0% | $4,299-100.0% |
| Admin fee / account holder | $31,598 | $8,047+292.7% | $9,462+233.9% | $6,924+356.3% |