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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 | $477,274 | $78,015+511.8% | $178,505+167.4% | $80,959+489.5% |
| Participation rate | 100.0% | 65.7%+34.3pp | 77.1%+22.9pp | 67.7%+32.3pp |
| Annual return | 6.43% | 18.10%-11.7pp | 27.16%-20.7pp | 35.67%-29.2pp |
| Employer contribution / active EE | $13,350 | $2,281+485.2% | $3,955+237.5% | $2,757+384.2% |
| Participant deferral / active EE | $16,176 | $4,406+267.2% | $6,280+157.6% | $4,300+276.2% |
| Admin fee / account holder | $56,490 | $7,160+688.9% | $10,428+441.7% | $6,925+715.7% |