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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 | $286,755 | $65,712+336.4% | $57,196+401.4% | $273,972+4.7% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | -1.35% | 22.01%-23.4pp | 14.59%-15.9pp | 41.46%-42.8pp |
| Employer contribution / active EE | $10,017 | $3,280+205.4% | $2,683+273.3% | $4,869+105.7% |
| Participant deferral / active EE | $4,427 | $3,782+17.1% | $3,096+43.0% | $5,287-16.3% |
| Admin fee / account holder | $42,337 | $4,838+775.2% | $3,141+1248.1% | $10,133+317.8% |