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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 | $453,717 | $78,705+476.5% | $117,860+285.0% | $70,124+547.0% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 2.33% | 23.30%-21.0pp | 335.10%-332.8pp | 73.14%-70.8pp |
| Employer contribution / active EE | $27,242 | $2,223+1125.3% | $3,786+619.5% | $2,342+1062.9% |
| Participant deferral / active EE | $0 | $3,297-100.0% | $4,482-100.0% | $3,332-100.0% |
| Admin fee / account holder | $16,037 | $5,065+216.6% | $8,021+99.9% | $4,645+245.2% |