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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 | $290,423 | $89,370+225.0% | $141,197+105.7% | $72,976+298.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 16.96% | 111.88%-94.9pp | 71.41%-54.4pp | 81.02%-64.1pp |
| Employer contribution / active EE | $10,267 | $3,115+229.6% | $4,736+116.8% | $2,440+320.8% |
| Participant deferral / active EE | $6,739 | $5,419+24.4% | $6,710+0.4% | $3,608+86.8% |
| Admin fee / account holder | $7,078 | $5,957+18.8% | $10,265-31.0% | $5,124+38.1% |