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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 | $338,578 | $88,707+281.7% | $74,184+356.4% | $273,972+23.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | -1.28% | 11.94%-13.2pp | 17.74%-19.0pp | 41.46%-42.7pp |
| Employer contribution / active EE | $18,498 | $3,159+485.5% | $2,370+680.5% | $4,869+279.9% |
| Participant deferral / active EE | $0 | $4,212-100.0% | $3,550-100.0% | $5,287-100.0% |
| Admin fee / account holder | $4,162 | $8,717-52.2% | $5,586-25.5% | $10,133-58.9% |