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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 | $73,787+396.0% | $98,716+270.7% | $82,448+343.9% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.3%+30.7pp | 68.1%+31.9pp |
| Annual return | 2.60% | 18.57%-16.0pp | 31.81%-29.2pp | 41.64%-39.0pp |
| Employer contribution / active EE | $19,834 | $1,511+1212.5% | $2,279+770.5% | $2,551+677.5% |
| Participant deferral / active EE | $0 | $3,081-100.0% | $4,048-100.0% | $4,139-100.0% |
| Admin fee / account holder | $20,514 | $6,500+215.6% | $8,703+135.7% | $7,234+183.6% |