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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 | $302,889 | $67,602+348.0% | $82,312+268.0% | $70,126+331.9% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 1.51% | 21.57%-20.1pp | 25.88%-24.4pp | 73.15%-71.6pp |
| Employer contribution / active EE | $9,450 | $1,755+438.5% | $2,428+289.1% | $2,343+303.4% |
| Participant deferral / active EE | $0 | $2,987-100.0% | $3,706-100.0% | $3,332-100.0% |
| Admin fee / account holder | $9,142 | $4,512+102.6% | $5,608+63.0% | $4,645+96.8% |