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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 | $63,949+382.5% | $129,031+139.1% | $94,015+228.2% |
| Participation rate | 100.0% | 63.4%+36.6pp | 73.4%+26.6pp | 70.8%+29.2pp |
| Annual return | 8.28% | 17.56%-9.3pp | 34.67%-26.4pp | 17.84%-9.6pp |
| Employer contribution / active EE | $8,333 | $1,865+346.9% | $3,226+158.3% | $2,790+198.7% |
| Participant deferral / active EE | $8,430 | $3,686+128.7% | $5,217+61.6% | $4,249+98.4% |
| Admin fee / account holder | $22,800 | $5,523+312.8% | $13,208+72.6% | $8,951+154.7% |