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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 | $366,389 | $77,920+370.2% | $149,723+144.7% | $75,177+387.4% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 12.92% | 31.72%-18.8pp | 134.50%-121.6pp | 160.75%-147.8pp |
| Employer contribution / active EE | $5,440 | $3,138+73.4% | $4,821+12.8% | $2,671+103.7% |
| Participant deferral / active EE | $4,069 | $3,411+19.3% | $5,682-28.4% | $4,126-1.4% |
| Admin fee / account holder | $84,357 | $5,951+1317.6% | $13,215+538.3% | $5,651+1392.7% |