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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 | $255,245 | $56,544+351.4% | $75,501+238.1% | $70,126+264.0% |
| Participation rate | 100.0% | 68.1%+31.9pp | 72.4%+27.6pp | 69.5%+30.5pp |
| Annual return | 11.26% | 23.59%-12.3pp | 27.35%-16.1pp | 73.15%-61.9pp |
| Employer contribution / active EE | $14,221 | $1,817+682.9% | $2,352+504.7% | $2,343+507.1% |
| Participant deferral / active EE | $0 | $2,580-100.0% | $3,142-100.0% | $3,332-100.0% |
| Admin fee / account holder | $8,319 | $3,827+117.4% | $5,801+43.4% | $4,645+79.1% |