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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 | $272,873 | $76,407+257.1% | $150,298+81.6% | $82,448+231.0% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 13.11% | 39.99%-26.9pp | 62.79%-49.7pp | 41.64%-28.5pp |
| Employer contribution / active EE | $4,939 | $2,614+88.9% | $4,154+18.9% | $2,551+93.6% |
| Participant deferral / active EE | $10,385 | $3,214+223.1% | $5,453+90.5% | $4,139+150.9% |
| Admin fee / account holder | $754 | $6,352-88.1% | $14,116-94.7% | $7,234-89.6% |