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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 | $259,952 | $95,453+172.3% | $112,040+132.0% | $82,448+215.3% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 11.68% | 23.92%-12.2pp | 24.52%-12.8pp | 41.64%-30.0pp |
| Employer contribution / active EE | $8,294 | $2,318+257.9% | $2,954+180.8% | $2,551+225.2% |
| Participant deferral / active EE | $7,852 | $4,224+85.9% | $5,098+54.0% | $4,139+89.7% |
| Admin fee / account holder | $21,604 | $9,013+139.7% | $12,098+78.6% | $7,234+198.6% |