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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 | $335,940 | $65,027+416.6% | $90,970+269.3% | $79,852+320.7% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.0%+31.0pp | 69.6%+30.4pp |
| Annual return | 8.01% | 30.45%-22.4pp | 134.58%-126.6pp | 31.72%-23.7pp |
| Employer contribution / active EE | $16,073 | $1,247+1188.7% | $2,122+657.3% | $2,471+550.4% |
| Participant deferral / active EE | $0 | $2,512-100.0% | $3,373-100.0% | $3,740-100.0% |
| Admin fee / account holder | $6,014 | $4,535+32.6% | $5,960+0.9% | $5,306+13.3% |