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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 | $316,519 | $89,367+254.2% | $141,191+124.2% | $72,975+333.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 18.08% | 111.87%-93.8pp | 71.41%-53.3pp | 81.01%-62.9pp |
| Employer contribution / active EE | $8,757 | $3,115+181.1% | $4,736+84.9% | $2,440+258.9% |
| Participant deferral / active EE | $2,724 | $5,419-49.7% | $6,710-59.4% | $3,608-24.5% |
| Admin fee / account holder | $5,768 | $5,957-3.2% | $10,264-43.8% | $5,124+12.6% |