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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 | $352,649 | $123,155+186.3% | $108,753+224.3% | $155,188+127.2% |
| Participation rate | 100.0% | 75.6%+24.4pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 5.13% | 44.73%-39.6pp | 37.47%-32.3pp | 148.84%-143.7pp |
| Employer contribution / active EE | $1,981 | $2,811-29.5% | $2,427-18.4% | $4,248-53.4% |
| Participant deferral / active EE | $0 | $4,623-100.0% | $4,115-100.0% | $6,531-100.0% |
| Admin fee / account holder | $4,519 | $12,126-62.7% | $10,320-56.2% | $14,480-68.8% |