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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 | $268,637 | $89,370+200.6% | $141,197+90.3% | $72,976+268.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 1.78% | 111.88%-110.1pp | 71.41%-69.6pp | 81.02%-79.2pp |
| Employer contribution / active EE | $1,939 | $3,115-37.8% | $4,736-59.1% | $2,440-20.5% |
| Participant deferral / active EE | $13,956 | $5,419+157.6% | $6,710+108.0% | $3,608+286.8% |
| Admin fee / account holder | $102,561 | $5,957+1621.8% | $10,265+899.1% | $5,124+1901.5% |