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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 | $420,718 | $106,749+294.1% | $145,433+189.3% | $82,448+410.3% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 14.04% | 27.59%-13.5pp | 66.58%-52.5pp | 41.64%-27.6pp |
| Employer contribution / active EE | $11,957 | $3,444+247.1% | $4,554+162.5% | $2,551+368.7% |
| Participant deferral / active EE | $13,286 | $6,519+103.8% | $7,897+68.2% | $4,139+221.0% |
| Admin fee / account holder | $7,945 | $8,390-5.3% | $13,129-39.5% | $7,234+9.8% |