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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 | $269,407 | $85,766+214.1% | $136,298+97.7% | $70,126+284.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 10.90% | 31.46%-20.6pp | 5156.27%-5145.4pp | 73.15%-62.2pp |
| Employer contribution / active EE | $9,243 | $2,966+211.6% | $4,696+96.8% | $2,343+294.6% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,834 | $5,421-66.2% | $9,244-80.2% | $4,645-60.5% |