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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 | $271,449 | $65,395+315.1% | $182,558+48.7% | $72,976+272.0% |
| Participation rate | 100.0% | 65.4%+34.6pp | 78.0%+22.0pp | 69.5%+30.5pp |
| Annual return | 2.11% | 27.68%-25.6pp | 148.59%-146.5pp | 81.02%-78.9pp |
| Employer contribution / active EE | $26,050 | $1,911+1263.1% | $4,076+539.1% | $2,440+967.6% |
| Participant deferral / active EE | $0 | $3,563-100.0% | $5,526-100.0% | $3,608-100.0% |
| Admin fee / account holder | $16,376 | $4,245+285.8% | $8,594+90.6% | $5,124+219.6% |