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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 | $81,276+224.4% | $155,574+69.5% | $80,925+225.8% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 7.30% | 33.36%-26.1pp | 64.87%-57.6pp | 35.65%-28.3pp |
| Employer contribution / active EE | $10,099 | $3,103+225.5% | $4,676+116.0% | $2,756+266.4% |
| Participant deferral / active EE | $1,963 | $3,453-43.1% | $5,629-65.1% | $4,299-54.3% |
| Admin fee / account holder | $28,648 | $7,993+258.4% | $15,914+80.0% | $6,940+312.8% |