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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 | $60,442+410.5% | $96,754+218.9% | $87,485+252.7% |
| Participation rate | 100.0% | 58.7%+41.3pp | 70.3%+29.7pp | 68.9%+31.1pp |
| Annual return | 8.28% | 21.97%-13.7pp | 82.04%-73.8pp | 26.06%-17.8pp |
| Employer contribution / active EE | $8,333 | $1,691+392.9% | $2,679+211.0% | $2,596+221.0% |
| Participant deferral / active EE | $8,430 | $3,280+157.0% | $4,758+77.2% | $4,274+97.3% |
| Admin fee / account holder | $22,800 | $5,069+349.8% | $8,905+156.0% | $7,775+193.3% |