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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 | $281,900 | $91,559+207.9% | $133,971+110.4% | $79,852+253.0% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 0.79% | 61.85%-61.1pp | 45.09%-44.3pp | 31.72%-30.9pp |
| Employer contribution / active EE | $17,333 | $2,384+627.1% | $3,919+342.3% | $2,471+601.4% |
| Participant deferral / active EE | $0 | $3,734-100.0% | $5,047-100.0% | $3,740-100.0% |
| Admin fee / account holder | $49,011 | $6,321+675.4% | $8,929+448.9% | $5,306+823.6% |