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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 | $299,972 | $73,978+305.5% | $96,515+210.8% | $75,173+299.0% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 11.40% | 26.72%-15.3pp | 35.73%-24.3pp | 160.72%-149.3pp |
| Employer contribution / active EE | $20,000 | $2,931+582.4% | $3,740+434.8% | $2,671+648.8% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $9,927 | $5,219+90.2% | $6,735+47.4% | $5,651+75.7% |