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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 | $292,748 | $98,776+196.4% | $149,745+95.5% | $79,856+266.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 10.69% | 27.38%-16.7pp | 276.72%-266.0pp | 31.71%-21.0pp |
| Employer contribution / active EE | $911 | $3,217-71.7% | $4,646-80.4% | $2,471-63.1% |
| Participant deferral / active EE | $8,595 | $5,681+51.3% | $6,843+25.6% | $3,741+129.8% |
| Admin fee / account holder | $36,847 | $6,053+508.8% | $9,312+295.7% | $5,306+594.4% |