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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 | $412,865 | $116,190+255.3% | $93,614+341.0% | $152,885+170.0% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 1.70% | 35.96%-34.3pp | 32.76%-31.1pp | 345.39%-343.7pp |
| Employer contribution / active EE | $18,538 | $3,219+476.0% | $2,718+582.0% | $4,763+289.2% |
| Participant deferral / active EE | $0 | $4,604-100.0% | $4,069-100.0% | $5,851-100.0% |
| Admin fee / account holder | $6,882 | $10,749-36.0% | $7,889-12.8% | $11,598-40.7% |