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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 | $258,877 | $68,852+276.0% | $120,524+114.8% | $80,925+219.9% |
| Participation rate | 98.0% | 61.6%+36.4pp | 71.9%+26.1pp | 67.7%+30.4pp |
| Annual return | 4.17% | 23.67%-19.5pp | 107.36%-103.2pp | 35.65%-31.5pp |
| Employer contribution / active EE | $16,089 | $2,063+679.8% | $3,469+363.8% | $2,756+483.7% |
| Participant deferral / active EE | $0 | $3,187-100.0% | $4,994-100.0% | $4,299-100.0% |
| Admin fee / account holder | $4,056 | $5,781-29.8% | $9,440-57.0% | $6,940-41.6% |