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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 | $290,260 | $106,749+171.9% | $145,433+99.6% | $82,448+252.1% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 5.69% | 27.59%-21.9pp | 66.58%-60.9pp | 41.64%-35.9pp |
| Employer contribution / active EE | $952 | $3,444-72.4% | $4,554-79.1% | $2,551-62.7% |
| Participant deferral / active EE | $0 | $6,519-100.0% | $7,897-100.0% | $4,139-100.0% |
| Admin fee / account holder | $383,492 | $8,390+4470.9% | $13,129+2821.0% | $7,234+5201.0% |