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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 | $311,877 | $69,977+345.7% | $108,582+187.2% | $62,881+396.0% |
| Participation rate | 100.0% | 72.9%+27.1pp | 79.6%+20.4pp | 69.3%+30.7pp |
| Annual return | 3.06% | 10.73%-7.7pp | -51.70%+54.8pp | 20.14%-17.1pp |
| Employer contribution / active EE | $13,692 | $2,135+541.3% | $3,758+264.3% | $2,281+500.3% |
| Participant deferral / active EE | $0 | $3,165-100.0% | $4,311-100.0% | $3,203-100.0% |
| Admin fee / account holder | $13,805 | $5,076+171.9% | $7,645+80.6% | $4,296+221.4% |