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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 | $319,296 | $100,003+219.3% | $146,685+117.7% | $85,856+271.9% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 9.72% | 18.93%-9.2pp | 22.75%-13.0pp | 318.58%-308.9pp |
| Employer contribution / active EE | $16,783 | $2,559+555.8% | $4,137+305.7% | $2,565+554.3% |
| Participant deferral / active EE | $0 | $4,006-100.0% | $5,507-100.0% | $3,952-100.0% |
| Admin fee / account holder | $23,568 | $7,704+205.9% | $10,281+129.2% | $6,261+276.5% |