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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 | $269,618 | $105,960+154.5% | $81,726+229.9% | $158,982+69.6% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 1.57% | 38.19%-36.6pp | 29.49%-27.9pp | 302.99%-301.4pp |
| Employer contribution / active EE | $4,167 | $7,805-46.6% | $4,311-3.3% | $4,763-12.5% |
| Participant deferral / active EE | $0 | $13,011-100.0% | $7,108-100.0% | $5,983-100.0% |
| Admin fee / account holder | $14,055 | $8,494+65.5% | $5,160+172.4% | $11,252+24.9% |