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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 | $261,970 | $72,486+261.4% | $87,103+200.8% | $72,976+259.0% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 14.84% | 24.46%-9.6pp | 28.19%-13.3pp | 81.02%-66.2pp |
| Employer contribution / active EE | $8,333 | $1,894+340.0% | $2,521+230.5% | $2,440+241.5% |
| Participant deferral / active EE | $2,020 | $3,270-38.2% | $4,049-50.1% | $3,608-44.0% |
| Admin fee / account holder | $138,904 | $5,055+2648.1% | $7,491+1754.2% | $5,124+2610.8% |