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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 | $274,260 | $65,364+319.6% | $92,909+195.2% | $72,975+275.8% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 1.86% | 42.11%-40.2pp | 109.44%-107.6pp | 81.01%-79.1pp |
| Employer contribution / active EE | $8,493 | $2,594+227.4% | $3,653+132.5% | $2,440+248.1% |
| Participant deferral / active EE | $10,265 | $3,128+228.1% | $4,238+142.2% | $3,608+184.5% |
| Admin fee / account holder | $56,048 | $4,251+1218.4% | $5,795+867.2% | $5,124+993.8% |