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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 | $476,023 | $251,004+89.6% | $191,597+148.4% | $138,895+242.7% |
| Participation rate | 100.0% | 82.4%+17.6pp | 76.9%+23.1pp | 79.9%+20.1pp |
| Annual return | 9.28% | 31.05%-21.8pp | 27.07%-17.8pp | 145.39%-136.1pp |
| Employer contribution / active EE | $2,133 | $6,226-65.7% | $5,025-57.6% | $4,194-49.1% |
| Participant deferral / active EE | $14,274 | $8,154+75.1% | $6,850+108.4% | $6,396+123.2% |
| Admin fee / account holder | $4,532 | $31,471-85.6% | $22,799-80.1% | $12,562-63.9% |