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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 | $455,337 | $104,098+337.4% | $140,514+224.1% | $94,015+384.3% |
| Participation rate | 100.0% | 73.7%+26.3pp | 77.8%+22.2pp | 70.8%+29.2pp |
| Annual return | 3.65% | 15.14%-11.5pp | 14.36%-10.7pp | 17.84%-14.2pp |
| Employer contribution / active EE | $15,284 | $2,388+540.0% | $3,378+352.4% | $2,790+447.8% |
| Participant deferral / active EE | $0 | $4,033-100.0% | $4,919-100.0% | $4,249-100.0% |
| Admin fee / account holder | $42,440 | $10,439+306.6% | $13,697+209.8% | $8,951+374.1% |