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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 | $418,310 | $60,349+593.2% | $74,184+463.9% | $62,881+565.2% |
| Participation rate | 96.0% | 72.7%+23.3pp | 76.6%+19.4pp | 69.3%+26.7pp |
| Annual return | -0.73% | 21.38%-22.1pp | 17.74%-18.5pp | 20.14%-20.9pp |
| Employer contribution / active EE | $14,000 | $1,680+733.2% | $2,370+490.7% | $2,281+513.8% |
| Participant deferral / active EE | $0 | $2,856-100.0% | $3,550-100.0% | $3,203-100.0% |
| Admin fee / account holder | $27,717 | $4,261+550.5% | $5,586+396.2% | $4,296+545.2% |