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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 | $340,334 | $89,259+281.3% | $107,187+217.5% | $82,637+311.8% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 12.44% | 21.02%-8.6pp | 204.55%-192.1pp | 53.51%-41.1pp |
| Employer contribution / active EE | $18,778 | $3,080+509.7% | $3,782+396.5% | $2,552+635.8% |
| Participant deferral / active EE | $5,154 | $4,037+27.7% | $5,096+1.1% | $4,126+24.9% |
| Admin fee / account holder | $17,409 | $7,381+135.9% | $9,162+90.0% | $7,339+137.2% |