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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 | $251,721 | $93,598+168.9% | $135,974+85.1% | $75,173+234.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 5.35% | 30.89%-25.5pp | 68.30%-62.9pp | 160.72%-155.4pp |
| Employer contribution / active EE | $7,876 | $3,538+122.6% | $4,859+62.1% | $2,671+194.9% |
| Participant deferral / active EE | $0 | $6,405-100.0% | $7,760-100.0% | $4,126-100.0% |
| Admin fee / account holder | $13,611 | $6,978+95.1% | $10,767+26.4% | $5,651+140.9% |