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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 | $386,026 | $125,797+206.9% | $170,043+127.0% | $75,173+413.5% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 10.33% | 27.20%-16.9pp | 53.40%-43.1pp | 160.72%-150.4pp |
| Employer contribution / active EE | $5,584 | $4,616+21.0% | $6,790-17.8% | $2,671+109.1% |
| Participant deferral / active EE | $9,088 | $6,838+32.9% | $10,410-12.7% | $4,126+120.2% |
| Admin fee / account holder | $75,066 | $8,177+818.1% | $12,824+485.3% | $5,651+1228.5% |