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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 | $315,748 | $77,920+305.2% | $149,723+110.9% | $75,177+320.0% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 6.10% | 31.72%-25.6pp | 134.50%-128.4pp | 160.75%-154.6pp |
| Employer contribution / active EE | $5,614 | $3,138+78.9% | $4,821+16.4% | $2,671+110.2% |
| Participant deferral / active EE | $3,982 | $3,411+16.7% | $5,682-29.9% | $4,126-3.5% |
| Admin fee / account holder | $55,165 | $5,951+827.1% | $13,215+317.4% | $5,651+876.1% |