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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 | $301,797 | $106,749+182.7% | $145,433+107.5% | $82,448+266.0% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 9.22% | 27.59%-18.4pp | 66.58%-57.4pp | 41.64%-32.4pp |
| Employer contribution / active EE | $11,770 | $3,444+241.7% | $4,554+158.4% | $2,551+361.4% |
| Participant deferral / active EE | $11,988 | $6,519+83.9% | $7,897+51.8% | $4,139+189.6% |
| Admin fee / account holder | $3,870 | $8,390-53.9% | $13,129-70.5% | $7,234-46.5% |