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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 | $318,790 | $78,423+306.5% | $95,964+232.2% | $79,856+299.2% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 7.19% | 19.37%-12.2pp | 91.64%-84.5pp | 31.71%-24.5pp |
| Employer contribution / active EE | $16,392 | $1,945+742.6% | $2,541+545.0% | $2,471+563.3% |
| Participant deferral / active EE | $0 | $3,440-100.0% | $4,167-100.0% | $3,741-100.0% |
| Admin fee / account holder | $14,725 | $5,622+161.9% | $6,797+116.6% | $5,306+177.5% |