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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 | $460,264 | $89,370+415.0% | $141,197+226.0% | $72,976+530.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 16.75% | 111.88%-95.1pp | 71.41%-54.7pp | 81.02%-64.3pp |
| Employer contribution / active EE | $3,697 | $3,115+18.7% | $4,736-21.9% | $2,440+51.5% |
| Participant deferral / active EE | $12,508 | $5,419+130.8% | $6,710+86.4% | $3,608+246.7% |
| Admin fee / account holder | $20,904 | $5,957+250.9% | $10,265+103.6% | $5,124+308.0% |