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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 | $750,088 | $86,949+762.7% | $102,460+632.1% | $80,959+826.5% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 7.13% | 18.89%-11.8pp | 29.47%-22.3pp | 35.67%-28.5pp |
| Employer contribution / active EE | $23,000 | $2,370+870.6% | $3,025+660.3% | $2,757+734.2% |
| Participant deferral / active EE | $0 | $4,121-100.0% | $5,056-100.0% | $4,300-100.0% |
| Admin fee / account holder | $49,806 | $8,048+518.9% | $9,460+426.5% | $6,925+619.2% |