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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 | $302,669 | $96,558+213.5% | $80,977+273.8% | $273,972+10.5% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 1.06% | 15.14%-14.1pp | 17.11%-16.0pp | 41.46%-40.4pp |
| Employer contribution / active EE | $13,137 | $4,869+169.8% | $3,715+253.7% | $4,869+169.8% |
| Participant deferral / active EE | $0 | $6,598-100.0% | $5,696-100.0% | $5,287-100.0% |
| Admin fee / account holder | $3,415 | $7,493-54.4% | $5,517-38.1% | $10,133-66.3% |