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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 | $645,707 | $99,345+550.0% | $84,753+661.9% | $273,972+135.7% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 1.11% | 22.93%-21.8pp | 22.78%-21.7pp | 41.46%-40.3pp |
| Employer contribution / active EE | $3,627 | $4,214-13.9% | $3,574+1.5% | $4,869-25.5% |
| Participant deferral / active EE | $6,400 | $4,270+49.9% | $3,712+72.4% | $5,287+21.0% |
| Admin fee / account holder | $219,143 | $6,645+3197.6% | $5,333+4009.1% | $10,133+2062.8% |