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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 | $264,349 | $111,301+137.5% | $112,977+134.0% | $158,950+66.3% |
| Participation rate | 100.0% | 83.5%+16.5pp | 82.6%+17.4pp | 82.0%+18.0pp |
| Annual return | 0.64% | 26.40%-25.8pp | 24.24%-23.6pp | 302.91%-302.3pp |
| Employer contribution / active EE | $7,500 | $4,471+67.7% | $4,255+76.3% | $4,762+57.5% |
| Participant deferral / active EE | $0 | $5,880-100.0% | $5,836-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,688 | $8,392-79.9% | $6,294-73.2% | $11,248-85.0% |