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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 | $496,468 | $215,361+130.5% | $171,082+190.2% | $273,972+81.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 0.30% | 25.14%-24.8pp | 32.56%-32.3pp | 41.46%-41.2pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,002-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $22,500 | $5,543+305.9% | $4,797+369.0% | $5,287+325.6% |
| Admin fee / account holder | $4,235 | $10,846-61.0% | $8,520-50.3% | $10,133-58.2% |