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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 | $458,725 | $136,307+236.5% | $106,619+330.2% | $273,972+67.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 78.0%+22.0pp | 83.0%+17.0pp |
| Annual return | 1.06% | 11.05%-10.0pp | 9.42%-8.4pp | 41.46%-40.4pp |
| Employer contribution / active EE | $3,083 | $5,190-40.6% | $3,947-21.9% | $4,869-36.7% |
| Participant deferral / active EE | $0 | $4,969-100.0% | $3,930-100.0% | $5,287-100.0% |
| Admin fee / account holder | $572 | $8,625-93.4% | $6,418-91.1% | $10,133-94.4% |