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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 | $316,317 | $83,485+278.9% | $125,180+152.7% | $72,983+333.4% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 7.16% | 25.78%-18.6pp | 43.79%-36.6pp | 81.01%-73.8pp |
| Employer contribution / active EE | $15,472 | $2,346+559.6% | $3,866+300.2% | $2,440+534.1% |
| Participant deferral / active EE | $0 | $3,586-100.0% | $4,937-100.0% | $3,608-100.0% |
| Admin fee / account holder | $731 | $5,518-86.7% | $9,703-92.5% | $5,124-85.7% |