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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 | $254,629 | $81,476+212.5% | $102,383+148.7% | $80,925+214.6% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 9.88% | 25.59%-15.7pp | 24.94%-15.1pp | 35.65%-25.8pp |
| Employer contribution / active EE | $6,801 | $3,105+119.1% | $3,870+75.7% | $2,756+146.8% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,299-100.0% |
| Admin fee / account holder | $103,690 | $6,717+1443.6% | $8,391+1135.7% | $6,940+1394.1% |