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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 | $642,471 | $93,064+590.4% | $74,577+761.5% | $273,972+134.5% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 0.86% | 26.18%-25.3pp | 20.47%-19.6pp | 41.46%-40.6pp |
| Employer contribution / active EE | $13,317 | $3,160+321.4% | $2,525+427.4% | $4,869+173.5% |
| Participant deferral / active EE | $0 | $4,160-100.0% | $3,458-100.0% | $5,287-100.0% |
| Admin fee / account holder | $26,246 | $5,273+397.7% | $4,138+534.3% | $10,133+159.0% |