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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 | $416,595 | $114,013+265.4% | $103,693+301.8% | $155,188+168.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 7.02% | 49.31%-42.3pp | 47.61%-40.6pp | 148.84%-141.8pp |
| Employer contribution / active EE | $12,844 | $3,131+310.2% | $2,920+339.8% | $4,248+202.4% |
| Participant deferral / active EE | $12,875 | $4,970+159.1% | $4,579+181.2% | $6,531+97.1% |
| Admin fee / account holder | $27,360 | $8,407+225.4% | $7,858+248.2% | $14,480+89.0% |