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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 | $395,293 | $99,875+295.8% | $146,866+169.2% | $86,983+354.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 13.42% | 28.10%-14.7pp | 102.85%-89.4pp | 25.83%-12.4pp |
| Employer contribution / active EE | $4,197 | $3,224+30.2% | $4,425-5.1% | $2,584+62.4% |
| Participant deferral / active EE | $14,711 | $6,322+132.7% | $7,759+89.6% | $4,194+250.8% |
| Admin fee / account holder | $29,097 | $7,838+271.2% | $13,620+113.6% | $7,856+270.4% |