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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 | $278,350 | $72,273+285.1% | $101,275+174.8% | $79,856+248.6% |
| Participation rate | 75.0% | 68.5%+6.5pp | 75.8%-0.8pp | 69.6%+5.4pp |
| Annual return | 6.99% | 22.30%-15.3pp | 46.48%-39.5pp | 31.71%-24.7pp |
| Employer contribution / active EE | $8,604 | $2,691+219.7% | $3,660+135.1% | $2,471+248.2% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,371-100.0% | $3,741-100.0% |
| Admin fee / account holder | $9,043 | $4,401+105.5% | $5,948+52.0% | $5,306+70.4% |