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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 | $100,194+354.5% | $122,979+270.3% | $86,983+423.5% |
| Participation rate | 100.0% | 73.0%+27.0pp | 77.2%+22.8pp | 69.5%+30.5pp |
| Annual return | 3.65% | 16.47%-12.8pp | 20.12%-16.5pp | 25.83%-22.2pp |
| Employer contribution / active EE | $15,284 | $2,326+557.2% | $3,062+399.1% | $2,584+491.4% |
| Participant deferral / active EE | $0 | $4,133-100.0% | $5,003-100.0% | $4,194-100.0% |
| Admin fee / account holder | $42,440 | $10,148+318.2% | $12,864+229.9% | $7,856+440.2% |