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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 | $290,686 | $77,901+273.1% | $149,717+94.2% | $75,181+286.7% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 13.08% | 31.73%-18.6pp | 134.41%-121.3pp | 160.69%-147.6pp |
| Employer contribution / active EE | $1,955 | $3,137-37.7% | $4,820-59.4% | $2,671-26.8% |
| Participant deferral / active EE | $0 | $3,411-100.0% | $5,682-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,277 | $5,949-78.5% | $13,213-90.3% | $5,650-77.4% |