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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 | $300,602 | $58,512+413.7% | $84,020+257.8% | $72,983+311.9% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.0%+31.0pp | 69.5%+30.5pp |
| Annual return | 15.22% | 28.93%-13.7pp | 71.31%-56.1pp | 81.01%-65.8pp |
| Employer contribution / active EE | $15,978 | $1,163+1273.9% | $1,984+705.5% | $2,440+554.8% |
| Participant deferral / active EE | $0 | $2,394-100.0% | $3,239-100.0% | $3,608-100.0% |
| Admin fee / account holder | $21,852 | $4,569+378.3% | $6,101+258.2% | $5,124+326.5% |