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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 | $876,441 | $181,896+381.8% | $156,551+459.8% | $273,972+219.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 2.89% | 30.74%-27.8pp | 32.23%-29.3pp | 41.46%-38.6pp |
| Employer contribution / active EE | $33,000 | $6,248+428.2% | $5,501+499.9% | $4,869+577.8% |
| Participant deferral / active EE | $0 | $5,550-100.0% | $4,871-100.0% | $5,287-100.0% |
| Admin fee / account holder | $3,760 | $15,560-75.8% | $13,028-71.1% | $10,133-62.9% |