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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 | $375,986 | $98,766+280.7% | $149,730+151.1% | $79,852+370.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 11.29% | 27.43%-16.1pp | 276.70%-265.4pp | 31.72%-20.4pp |
| Employer contribution / active EE | $10,833 | $3,217+236.7% | $4,645+133.2% | $2,471+338.4% |
| Participant deferral / active EE | $4,222 | $5,681-25.7% | $6,843-38.3% | $3,740+12.9% |
| Admin fee / account holder | $2,280 | $6,052-62.3% | $9,310-75.5% | $5,306-57.0% |