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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 | $455,604 | $97,648+366.6% | $121,663+274.5% | $87,485+420.8% |
| Participation rate | 100.0% | 70.5%+29.5pp | 74.5%+25.5pp | 68.9%+31.1pp |
| Annual return | 2.31% | 18.03%-15.7pp | 147.54%-145.2pp | 26.06%-23.8pp |
| Employer contribution / active EE | $20,867 | $2,300+807.1% | $3,020+591.0% | $2,596+703.7% |
| Participant deferral / active EE | $0 | $3,923-100.0% | $4,887-100.0% | $4,274-100.0% |
| Admin fee / account holder | $20,094 | $11,100+81.0% | $14,289+40.6% | $7,775+158.5% |