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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 | $368,210 | $101,798+261.7% | $165,071+123.1% | $80,935+354.9% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | 10.13% | 16.73%-6.6pp | 70.17%-60.0pp | 35.66%-25.5pp |
| Employer contribution / active EE | $7,641 | $2,954+158.6% | $4,347+75.8% | $2,757+177.2% |
| Participant deferral / active EE | $8,748 | $4,476+95.4% | $6,035+44.9% | $4,299+103.5% |
| Admin fee / account holder | $15,372 | $8,221+87.0% | $12,695+21.1% | $6,924+122.0% |