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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 | $337,415 | $106,749+216.1% | $145,433+132.0% | $82,448+309.2% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 12.47% | 27.59%-15.1pp | 66.58%-54.1pp | 41.64%-29.2pp |
| Employer contribution / active EE | $8,279 | $3,444+140.4% | $4,554+81.8% | $2,551+224.5% |
| Participant deferral / active EE | $13,617 | $6,519+108.9% | $7,897+72.4% | $4,139+229.0% |
| Admin fee / account holder | $28,413 | $8,390+238.7% | $13,129+116.4% | $7,234+292.8% |