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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 | $278,785 | $93,071+199.5% | $74,583+273.8% | $273,965+1.8% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | -0.18% | 26.18%-26.4pp | 20.47%-20.6pp | 41.45%-41.6pp |
| Employer contribution / active EE | $12,914 | $3,160+308.7% | $2,525+411.4% | $4,869+165.2% |
| Participant deferral / active EE | $9,408 | $4,160+126.1% | $3,458+172.1% | $5,287+77.9% |
| Admin fee / account holder | $350,610 | $5,272+6549.8% | $4,138+8373.4% | $10,132+3360.4% |