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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 | $261,602 | $65,041+302.2% | $90,965+187.6% | $79,858+227.6% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.0%+31.0pp | 69.6%+30.4pp |
| Annual return | 5.67% | 30.45%-24.8pp | 134.57%-128.9pp | 31.72%-26.0pp |
| Employer contribution / active EE | $5,798 | $1,247+364.9% | $2,122+173.2% | $2,471+134.6% |
| Participant deferral / active EE | $6,845 | $2,512+172.5% | $3,373+102.9% | $3,740+83.0% |
| Admin fee / account holder | $31,553 | $4,536+595.6% | $5,960+429.4% | $5,306+494.7% |