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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 | $270,141 | $72,027+275.1% | $185,835+45.4% | $79,852+238.3% |
| Participation rate | 100.0% | 65.8%+34.2pp | 78.0%+22.0pp | 69.6%+30.4pp |
| Annual return | 0.94% | 23.13%-22.2pp | 35.96%-35.0pp | 31.72%-30.8pp |
| Employer contribution / active EE | $10,000 | $1,965+408.9% | $4,087+144.7% | $2,471+304.7% |
| Participant deferral / active EE | $4,864 | $3,780+28.7% | $5,633-13.6% | $3,740+30.0% |
| Admin fee / account holder | $25,064 | $4,513+455.4% | $9,502+163.8% | $5,306+372.3% |