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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 | $279,362 | $72,492+285.4% | $87,104+220.7% | $72,975+282.8% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 7.99% | 24.46%-16.5pp | 28.19%-20.2pp | 81.01%-73.0pp |
| Employer contribution / active EE | $8,333 | $1,894+340.0% | $2,521+230.5% | $2,440+241.5% |
| Participant deferral / active EE | $5,932 | $3,270+81.4% | $4,048+46.5% | $3,608+64.4% |
| Admin fee / account holder | $15,008 | $5,055+196.9% | $7,491+100.3% | $5,124+192.9% |