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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 | $279,458 | $81,446+243.1% | $103,374+170.3% | $80,874+245.5% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 8.14% | 25.57%-17.4pp | 24.89%-16.7pp | 35.62%-27.5pp |
| Employer contribution / active EE | $13,452 | $3,107+332.9% | $3,869+247.7% | $2,756+388.2% |
| Participant deferral / active EE | $0 | $3,870-100.0% | $5,058-100.0% | $4,297-100.0% |
| Admin fee / account holder | $91,354 | $6,715+1260.5% | $8,394+988.3% | $6,935+1217.3% |