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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 | $291,368 | $56,054+419.8% | $171,082+70.3% | $62,881+363.4% |
| Participation rate | 100.0% | 62.9%+37.1pp | 76.7%+23.3pp | 69.3%+30.7pp |
| Annual return | 0.21% | 22.52%-22.3pp | 32.56%-32.3pp | 20.14%-19.9pp |
| Employer contribution / active EE | $11,429 | $1,731+560.2% | $4,002+185.6% | $2,281+401.1% |
| Participant deferral / active EE | $3,565 | $3,158+12.9% | $4,797-25.7% | $3,203+11.3% |
| Admin fee / account holder | $16,331 | $3,647+347.8% | $8,520+91.7% | $4,296+280.2% |