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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 | $656,935 | $93,598+601.9% | $135,974+383.1% | $75,173+773.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 14.23% | 30.89%-16.7pp | 68.30%-54.1pp | 160.72%-146.5pp |
| Employer contribution / active EE | $3,833 | $3,538+8.4% | $4,859-21.1% | $2,671+43.5% |
| Participant deferral / active EE | $8,362 | $6,405+30.6% | $7,760+7.8% | $4,126+102.7% |
| Admin fee / account holder | $28,614 | $6,978+310.1% | $10,767+165.8% | $5,651+406.4% |