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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 | $58,848+424.4% | $88,179+249.9% | $82,637+273.4% |
| Participation rate | 100.0% | 57.9%+42.1pp | 69.1%+30.9pp | 68.1%+31.9pp |
| Annual return | 8.28% | 22.76%-14.5pp | 64.97%-56.7pp | 53.51%-45.2pp |
| Employer contribution / active EE | $8,333 | $1,678+396.5% | $2,549+226.9% | $2,552+226.5% |
| Participant deferral / active EE | $8,430 | $3,124+169.9% | $4,614+82.7% | $4,126+104.3% |
| Admin fee / account holder | $22,800 | $4,795+375.5% | $7,673+197.2% | $7,339+210.7% |