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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 | $263,263 | $85,766+207.0% | $136,298+93.2% | $70,126+275.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 9.02% | 31.46%-22.4pp | 5156.27%-5147.2pp | 73.15%-64.1pp |
| Employer contribution / active EE | $10,683 | $2,966+260.2% | $4,696+127.5% | $2,343+356.0% |
| Participant deferral / active EE | $7,143 | $5,051+41.4% | $6,247+14.3% | $3,332+114.4% |
| Admin fee / account holder | $690 | $5,421-87.3% | $9,244-92.5% | $4,645-85.2% |