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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 | $355,670 | $49,255+622.1% | $70,494+404.5% | $79,856+345.4% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 3.13% | 30.10%-27.0pp | 109.16%-106.0pp | 31.71%-28.6pp |
| Employer contribution / active EE | $11,766 | $2,100+460.3% | $2,738+329.7% | $2,471+376.1% |
| Participant deferral / active EE | $8,812 | $2,768+218.3% | $3,711+137.5% | $3,741+135.6% |
| Admin fee / account holder | $55,123 | $2,879+1814.6% | $3,848+1332.5% | $5,306+938.8% |