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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 | $665,790 | $177,156+275.8% | $147,027+352.8% | $154,746+330.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 2.85% | 21.94%-19.1pp | 20.23%-17.4pp | 172.34%-169.5pp |
| Employer contribution / active EE | $1,800 | $4,336-58.5% | $3,626-50.4% | $4,379-58.9% |
| Participant deferral / active EE | $0 | $5,797-100.0% | $4,933-100.0% | $6,730-100.0% |
| Admin fee / account holder | $44,240 | $14,904+196.8% | $12,223+262.0% | $14,365+208.0% |