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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 | $277,505 | $78,707+252.6% | $117,861+135.5% | $70,126+295.7% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 7.63% | 23.30%-15.7pp | 335.11%-327.5pp | 73.15%-65.5pp |
| Employer contribution / active EE | $8,252 | $2,223+271.1% | $3,786+117.9% | $2,343+252.3% |
| Participant deferral / active EE | $1,836 | $3,297-44.3% | $4,482-59.0% | $3,332-44.9% |
| Admin fee / account holder | $25,205 | $5,066+397.6% | $8,021+214.3% | $4,645+442.6% |