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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 | $567,898 | $60,352+841.0% | $74,185+665.5% | $62,881+803.1% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 3.53% | 21.37%-17.8pp | 17.74%-14.2pp | 20.14%-16.6pp |
| Employer contribution / active EE | $5,616 | $1,680+234.3% | $2,370+137.0% | $2,281+146.2% |
| Participant deferral / active EE | $0 | $2,856-100.0% | $3,550-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,759 | $4,261-58.7% | $5,586-68.5% | $4,296-59.1% |