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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 | $268,921 | $63,082+326.3% | $81,726+229.1% | $79,856+236.8% |
| Participation rate | 100.0% | 67.5%+32.5pp | 72.0%+28.0pp | 69.6%+30.4pp |
| Annual return | 5.09% | 22.66%-17.6pp | 29.49%-24.4pp | 31.71%-26.6pp |
| Employer contribution / active EE | $15,750 | $1,795+777.3% | $4,311+265.3% | $2,471+537.3% |
| Participant deferral / active EE | $0 | $2,780-100.0% | $7,108-100.0% | $3,741-100.0% |
| Admin fee / account holder | $11,531 | $4,428+160.4% | $5,160+123.5% | $5,306+117.3% |