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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 | $374,991 | $65,367+473.7% | $92,915+303.6% | $72,976+413.9% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 14.50% | 42.11%-27.6pp | 109.45%-94.9pp | 81.02%-66.5pp |
| Employer contribution / active EE | $6,154 | $2,594+137.2% | $3,653+68.4% | $2,440+152.2% |
| Participant deferral / active EE | $14,323 | $3,128+357.9% | $4,238+238.0% | $3,608+297.0% |
| Admin fee / account holder | $101,720 | $4,251+2292.6% | $5,796+1655.1% | $5,124+1885.1% |