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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 | $251,255 | $77,920+222.5% | $149,723+67.8% | $75,177+234.2% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 4.43% | 31.72%-27.3pp | 134.50%-130.1pp | 160.75%-156.3pp |
| Employer contribution / active EE | $11,492 | $3,138+266.2% | $4,821+138.4% | $2,671+330.2% |
| Participant deferral / active EE | $0 | $3,411-100.0% | $5,682-100.0% | $4,126-100.0% |
| Admin fee / account holder | $692 | $5,951-88.4% | $13,215-94.8% | $5,651-87.8% |