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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 | $365,965 | $83,898+336.2% | $133,346+174.4% | $94,015+289.3% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.8%+27.2pp | 70.8%+29.2pp |
| Annual return | 2.60% | 16.00%-13.4pp | 36.85%-34.3pp | 17.84%-15.2pp |
| Employer contribution / active EE | $19,834 | $1,821+989.5% | $2,853+595.1% | $2,790+610.9% |
| Participant deferral / active EE | $0 | $3,245-100.0% | $4,332-100.0% | $4,249-100.0% |
| Admin fee / account holder | $20,514 | $7,809+162.7% | $14,264+43.8% | $8,951+129.2% |