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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 | $411,968 | $73,988+456.8% | $96,538+326.7% | $75,177+448.0% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 10.96% | 26.73%-15.8pp | 35.74%-24.8pp | 160.75%-149.8pp |
| Employer contribution / active EE | $20,377 | $2,930+595.4% | $3,740+444.8% | $2,671+662.9% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $58,288 | $5,220+1016.7% | $6,737+765.1% | $5,651+931.4% |