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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 | $263,024 | $88,672+196.6% | $105,223+150.0% | $82,448+219.0% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 12.41% | 30.86%-18.4pp | 180.65%-168.2pp | 41.64%-29.2pp |
| Employer contribution / active EE | $4,370 | $3,048+43.4% | $3,689+18.5% | $2,551+71.3% |
| Participant deferral / active EE | $11,403 | $4,036+182.5% | $5,072+124.8% | $4,139+175.5% |
| Admin fee / account holder | $51,364 | $7,146+618.8% | $8,859+479.8% | $7,234+610.0% |