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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 | $271,338 | $89,367+203.6% | $141,191+92.2% | $72,975+271.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 1.69% | 111.87%-110.2pp | 71.41%-69.7pp | 81.01%-79.3pp |
| Employer contribution / active EE | $1,698 | $3,115-45.5% | $4,736-64.1% | $2,440-30.4% |
| Participant deferral / active EE | $8,011 | $5,419+47.9% | $6,710+19.4% | $3,608+122.1% |
| Admin fee / account holder | $7,662 | $5,957+28.6% | $10,264-25.4% | $5,124+49.5% |