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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 | $407,436 | $73,988+450.7% | $96,538+322.0% | $75,177+442.0% |
| Participation rate | 90.0% | 66.4%+23.6pp | 74.3%+15.7pp | 67.2%+22.8pp |
| Annual return | 0.61% | 26.73%-26.1pp | 35.74%-35.1pp | 160.75%-160.1pp |
| Employer contribution / active EE | $13,304 | $2,930+354.0% | $3,740+255.7% | $2,671+398.1% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $7,115 | $5,220+36.3% | $6,737+5.6% | $5,651+25.9% |