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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 | $465,729 | $85,171+446.8% | $172,753+169.6% | $72,976+538.2% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 3.41% | 27.32%-23.9pp | 803.00%-799.6pp | 81.02%-77.6pp |
| Employer contribution / active EE | $7,202 | $3,324+116.7% | $5,144+40.0% | $2,440+195.2% |
| Participant deferral / active EE | $4,283 | $3,260+31.4% | $5,198-17.6% | $3,608+18.7% |
| Admin fee / account holder | $15,949 | $5,880+171.2% | $13,956+14.3% | $5,124+211.3% |