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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 | $298,694 | $85,171+250.7% | $172,753+72.9% | $72,976+309.3% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 10.75% | 27.32%-16.6pp | 803.00%-792.2pp | 81.02%-70.3pp |
| Employer contribution / active EE | $728 | $3,324-78.1% | $5,144-85.8% | $2,440-70.1% |
| Participant deferral / active EE | $1,039 | $3,260-68.1% | $5,198-80.0% | $3,608-71.2% |
| Admin fee / account holder | $13,572 | $5,880+130.8% | $13,956-2.7% | $5,124+164.9% |