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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 | $488,642 | $215,361+126.9% | $171,082+185.6% | $273,972+78.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | -1.71% | 25.14%-26.9pp | 32.56%-34.3pp | 41.46%-43.2pp |
| Employer contribution / active EE | $21,277 | $4,967+328.4% | $4,002+431.7% | $4,869+337.0% |
| Participant deferral / active EE | $0 | $5,543-100.0% | $4,797-100.0% | $5,287-100.0% |
| Admin fee / account holder | $4,561 | $10,846-58.0% | $8,520-46.5% | $10,133-55.0% |