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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 | $308,573 | $57,590+435.8% | $86,233+257.8% | $82,448+274.3% |
| Participation rate | 100.0% | 57.9%+42.1pp | 69.0%+31.0pp | 68.1%+31.9pp |
| Annual return | 8.28% | 22.41%-14.1pp | 61.39%-53.1pp | 41.64%-33.4pp |
| Employer contribution / active EE | $8,333 | $1,655+403.4% | $2,504+232.8% | $2,551+226.7% |
| Participant deferral / active EE | $8,430 | $3,080+173.7% | $4,559+84.9% | $4,139+103.7% |
| Admin fee / account holder | $22,800 | $4,730+382.0% | $8,342+173.3% | $7,234+215.2% |