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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 | $395,047 | $146,267+170.1% | $197,124+100.4% | $82,448+379.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 86.7%+13.3pp | 68.1%+31.9pp |
| Annual return | 10.17% | 29.61%-19.4pp | 44.34%-34.2pp | 41.64%-31.5pp |
| Employer contribution / active EE | $31,587 | $4,723+568.7% | $6,227+407.2% | $2,551+1138.2% |
| Participant deferral / active EE | $14,078 | $7,035+100.1% | $9,135+54.1% | $4,139+240.1% |
| Admin fee / account holder | $58,883 | $14,422+308.3% | $16,298+261.3% | $7,234+713.9% |