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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 | $278,674 | $54,541+410.9% | $78,778+253.7% | $70,126+297.4% |
| Participation rate | 100.0% | 60.8%+39.2pp | 69.2%+30.8pp | 69.5%+30.5pp |
| Annual return | 9.20% | 21.07%-11.9pp | 35.62%-26.4pp | 73.15%-64.0pp |
| Employer contribution / active EE | $20,972 | $1,089+1826.7% | $1,986+956.2% | $2,343+795.3% |
| Participant deferral / active EE | $0 | $2,210-100.0% | $2,958-100.0% | $3,332-100.0% |
| Admin fee / account holder | $4,156 | $3,709+12.1% | $5,134-19.1% | $4,645-10.5% |