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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 | $264,726 | $77,460+241.8% | $100,378+163.7% | $80,925+227.1% |
| Participation rate | 100.0% | 76.9%+23.1pp | 81.5%+18.5pp | 67.7%+32.3pp |
| Annual return | 2.76% | 37.24%-34.5pp | 49.41%-46.6pp | 35.65%-32.9pp |
| Employer contribution / active EE | $23,110 | $2,801+725.0% | $3,942+486.2% | $2,756+738.5% |
| Participant deferral / active EE | $0 | $6,818-100.0% | $8,087-100.0% | $4,299-100.0% |
| Admin fee / account holder | $15,308 | $5,887+160.0% | $7,899+93.8% | $6,940+120.6% |