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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 | $77,472+241.7% | $100,415+163.6% | $80,959+227.0% |
| Participation rate | 100.0% | 76.9%+23.1pp | 81.5%+18.5pp | 67.7%+32.3pp |
| Annual return | 2.76% | 37.26%-34.5pp | 49.47%-46.7pp | 35.67%-32.9pp |
| Employer contribution / active EE | $23,110 | $2,800+725.3% | $3,943+486.1% | $2,757+738.2% |
| Participant deferral / active EE | $0 | $6,818-100.0% | $8,091-100.0% | $4,300-100.0% |
| Admin fee / account holder | $15,308 | $5,885+160.1% | $7,906+93.6% | $6,925+121.0% |