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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 | $269,640 | $118,877+126.8% | $96,570+179.2% | $167,536+60.9% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 6.75% | 50.50%-43.8pp | 37.79%-31.0pp | 478.82%-472.1pp |
| Employer contribution / active EE | $31,209 | $3,121+900.1% | $2,357+1224.0% | $4,839+544.9% |
| Participant deferral / active EE | $22,750 | $4,617+392.8% | $3,849+491.0% | $6,342+258.7% |
| Admin fee / account holder | $5,194 | $8,069-35.6% | $6,182-16.0% | $12,315-57.8% |