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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 | $306,431 | $102,422+199.2% | $147,117+108.3% | $80,959+278.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 8.90% | 135.16%-126.3pp | 420.54%-411.6pp | 35.67%-26.8pp |
| Employer contribution / active EE | $1,873 | $3,717-49.6% | $4,932-62.0% | $2,757-32.1% |
| Participant deferral / active EE | $5,984 | $6,652-10.0% | $8,065-25.8% | $4,300+39.1% |
| Admin fee / account holder | $37,769 | $7,953+374.9% | $12,993+190.7% | $6,925+445.4% |