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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 | $106,524+183.0% | $152,301+97.9% | $87,485+244.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.4%+17.6pp | 68.9%+31.1pp |
| Annual return | 1.88% | 26.89%-25.0pp | 80.50%-78.6pp | 26.06%-24.2pp |
| Employer contribution / active EE | $22,235 | $3,371+559.5% | $4,624+380.8% | $2,596+756.4% |
| Participant deferral / active EE | $0 | $6,525-100.0% | $8,004-100.0% | $4,274-100.0% |
| Admin fee / account holder | $7,925 | $8,287-4.4% | $14,398-45.0% | $7,775+1.9% |