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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 | $81,358+237.2% | $155,556+76.4% | $80,959+238.9% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 9.81% | 33.39%-23.6pp | 64.84%-55.0pp | 35.67%-25.9pp |
| Employer contribution / active EE | $16,563 | $3,106+433.2% | $4,675+254.3% | $2,757+500.7% |
| Participant deferral / active EE | $11,778 | $3,455+240.9% | $5,631+109.2% | $4,300+173.9% |
| Admin fee / account holder | $146,382 | $7,994+1731.2% | $15,885+821.5% | $6,925+2013.7% |