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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 | $313,263 | $89,367+250.5% | $141,191+121.9% | $72,975+329.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 1.01% | 111.87%-110.9pp | 71.41%-70.4pp | 81.01%-80.0pp |
| Employer contribution / active EE | $15,203 | $3,115+388.1% | $4,736+221.0% | $2,440+523.0% |
| Participant deferral / active EE | $4,130 | $5,419-23.8% | $6,710-38.5% | $3,608+14.5% |
| Admin fee / account holder | $6,163 | $5,957+3.5% | $10,264-40.0% | $5,124+20.3% |