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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 | $274,350 | $81,276+237.6% | $155,574+76.3% | $80,925+239.0% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 9.81% | 33.36%-23.6pp | 64.87%-55.1pp | 35.65%-25.8pp |
| Employer contribution / active EE | $16,563 | $3,103+433.8% | $4,676+254.2% | $2,756+500.9% |
| Participant deferral / active EE | $11,778 | $3,453+241.1% | $5,629+109.2% | $4,299+174.0% |
| Admin fee / account holder | $146,382 | $7,993+1731.3% | $15,914+819.8% | $6,940+2009.2% |