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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 | $263,686 | $81,358+224.1% | $155,556+69.5% | $80,959+225.7% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 7.30% | 33.39%-26.1pp | 64.84%-57.5pp | 35.67%-28.4pp |
| Employer contribution / active EE | $10,099 | $3,106+225.1% | $4,675+116.0% | $2,757+266.3% |
| Participant deferral / active EE | $1,963 | $3,455-43.2% | $5,631-65.1% | $4,300-54.4% |
| Admin fee / account holder | $28,648 | $7,994+258.4% | $15,885+80.3% | $6,925+313.7% |