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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 | $315,575 | $149,741+110.7% | $118,914+165.4% | $158,982+98.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 3.16% | 19.94%-16.8pp | 35.89%-32.7pp | 302.99%-299.8pp |
| Employer contribution / active EE | $5,667 | $4,119+37.6% | $3,264+73.6% | $4,763+19.0% |
| Participant deferral / active EE | $0 | $5,226-100.0% | $4,266-100.0% | $5,983-100.0% |
| Admin fee / account holder | $17,280 | $8,607+100.8% | $6,582+162.5% | $11,252+53.6% |