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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 | $298,513 | $101,795+193.2% | $165,100+80.8% | $80,959+268.7% |
| Participation rate | 97.8% | 71.8%+26.0pp | 78.6%+19.2pp | 67.7%+30.2pp |
| Annual return | 1.43% | 16.73%-15.3pp | 70.21%-68.8pp | 35.67%-34.2pp |
| Employer contribution / active EE | $16,242 | $2,954+449.9% | $4,348+273.6% | $2,757+489.1% |
| Participant deferral / active EE | $0 | $4,476-100.0% | $6,035-100.0% | $4,300-100.0% |
| Admin fee / account holder | $7,709 | $8,221-6.2% | $12,696-39.3% | $6,925+11.3% |