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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 | $435,484 | $91,198+377.5% | $178,503+144.0% | $79,856+445.3% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 7.39% | 24.20%-16.8pp | 151.12%-143.7pp | 31.71%-24.3pp |
| Employer contribution / active EE | $7,313 | $3,257+124.6% | $5,011+45.9% | $2,471+195.9% |
| Participant deferral / active EE | $4,655 | $3,237+43.8% | $5,202-10.5% | $3,741+24.4% |
| Admin fee / account holder | $60,681 | $6,748+799.2% | $13,987+333.8% | $5,306+1043.5% |