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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 | $349,086 | $46,596+649.2% | $64,099+444.6% | $75,181+364.3% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 8.04% | 26.04%-18.0pp | 33.70%-25.7pp | 160.69%-152.6pp |
| Employer contribution / active EE | $18,797 | $1,975+851.8% | $2,748+584.0% | $2,671+603.9% |
| Participant deferral / active EE | $0 | $2,837-100.0% | $3,881-100.0% | $4,126-100.0% |
| Admin fee / account holder | $28,462 | $2,954+863.4% | $3,070+827.0% | $5,650+403.8% |