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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 | $257,721 | $67,411+282.3% | $91,004+183.2% | $70,126+267.5% |
| Participation rate | 100.0% | 71.4%+28.6pp | 75.6%+24.4pp | 69.5%+30.5pp |
| Annual return | 11.75% | -40.16%+51.9pp | 4.60%+7.1pp | 73.15%-61.4pp |
| Employer contribution / active EE | $6,311 | $1,786+253.4% | $2,456+157.0% | $2,343+169.4% |
| Participant deferral / active EE | $0 | $2,823-100.0% | $3,548-100.0% | $3,332-100.0% |
| Admin fee / account holder | $2,119 | $4,236-50.0% | $5,417-60.9% | $4,645-54.4% |