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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 | $298,103 | $86,949+242.8% | $102,460+190.9% | $80,959+268.2% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | -4.43% | 18.89%-23.3pp | 29.47%-33.9pp | 35.67%-40.1pp |
| Employer contribution / active EE | $5,177 | $2,370+118.5% | $3,025+71.1% | $2,757+87.8% |
| Participant deferral / active EE | $0 | $4,121-100.0% | $5,056-100.0% | $4,300-100.0% |
| Admin fee / account holder | $32,947 | $8,048+309.4% | $9,460+248.3% | $6,925+375.7% |