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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 | $355,272 | $99,345+257.6% | $84,753+319.2% | $273,972+29.7% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 1.17% | 22.93%-21.8pp | 22.78%-21.6pp | 41.46%-40.3pp |
| Employer contribution / active EE | $704 | $4,214-83.3% | $3,574-80.3% | $4,869-85.5% |
| Participant deferral / active EE | $12,000 | $4,270+181.0% | $3,712+223.3% | $5,287+127.0% |
| Admin fee / account holder | $4,552 | $6,645-31.5% | $5,333-14.7% | $10,133-55.1% |