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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 | $386,357 | $89,367+332.3% | $141,191+173.6% | $72,975+429.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 0.13% | 111.87%-111.7pp | 71.41%-71.3pp | 81.01%-80.9pp |
| Employer contribution / active EE | $2,620 | $3,115-15.9% | $4,736-44.7% | $2,440+7.4% |
| Participant deferral / active EE | $4,980 | $5,419-8.1% | $6,710-25.8% | $3,608+38.0% |
| Admin fee / account holder | $13,128 | $5,957+120.4% | $10,264+27.9% | $5,124+156.2% |