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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 | $488,822 | $59,440+722.4% | $78,004+526.7% | $82,637+491.5% |
| Participation rate | 100.0% | 62.8%+37.2pp | 69.4%+30.6pp | 68.1%+31.9pp |
| Annual return | 10.46% | 40.24%-29.8pp | 31.07%-20.6pp | 53.51%-43.1pp |
| Employer contribution / active EE | $4,717 | $1,750+169.5% | $2,469+91.1% | $2,552+84.8% |
| Participant deferral / active EE | $0 | $3,138-100.0% | $4,092-100.0% | $4,126-100.0% |
| Admin fee / account holder | $16,111 | $5,504+192.7% | $7,578+112.6% | $7,339+119.5% |