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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 | $471,380 | $124,425+278.8% | $112,040+320.7% | $137,256+243.4% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 8.87% | 24.72%-15.8pp | 24.52%-15.6pp | 220.34%-211.5pp |
| Employer contribution / active EE | $13,301 | $3,411+289.9% | $2,954+350.3% | $4,156+220.0% |
| Participant deferral / active EE | $3,914 | $5,718-31.6% | $5,098-23.2% | $6,407-38.9% |
| Admin fee / account holder | $99,896 | $15,207+556.9% | $12,098+725.7% | $12,270+714.1% |