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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 | $301,480 | $107,421+180.7% | $182,262+65.4% | $94,015+220.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 84.2%+15.8pp | 70.8%+29.2pp |
| Annual return | 1.88% | 21.32%-19.4pp | 140.60%-138.7pp | 17.84%-16.0pp |
| Employer contribution / active EE | $22,235 | $3,448+544.9% | $5,046+340.7% | $2,790+696.9% |
| Participant deferral / active EE | $0 | $6,558-100.0% | $8,276-100.0% | $4,249-100.0% |
| Admin fee / account holder | $7,925 | $8,692-8.8% | $16,712-52.6% | $8,951-11.5% |