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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 | $274,130 | $77,908+251.9% | $149,696+83.1% | $75,173+264.7% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 12.39% | 31.73%-19.3pp | 134.46%-122.1pp | 160.72%-148.3pp |
| Employer contribution / active EE | $11,141 | $3,138+255.1% | $4,821+131.1% | $2,671+317.1% |
| Participant deferral / active EE | $11,645 | $3,411+241.4% | $5,682+104.9% | $4,126+182.2% |
| Admin fee / account holder | $1,909 | $5,950-67.9% | $13,212-85.6% | $5,651-66.2% |