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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 | $316,303 | $106,749+196.3% | $145,433+117.5% | $82,448+283.6% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 13.43% | 27.59%-14.2pp | 66.58%-53.1pp | 41.64%-28.2pp |
| Employer contribution / active EE | $10,776 | $3,444+212.8% | $4,554+136.6% | $2,551+322.4% |
| Participant deferral / active EE | $7,058 | $6,519+8.3% | $7,897-10.6% | $4,139+70.5% |
| Admin fee / account holder | $20,600 | $8,390+145.5% | $13,129+56.9% | $7,234+184.7% |