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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 | $296,566 | $106,749+177.8% | $145,433+103.9% | $82,448+259.7% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 11.60% | 27.59%-16.0pp | 66.58%-55.0pp | 41.64%-30.0pp |
| Employer contribution / active EE | $7,529 | $3,444+118.6% | $4,554+65.3% | $2,551+195.2% |
| Participant deferral / active EE | $12,374 | $6,519+89.8% | $7,897+56.7% | $4,139+198.9% |
| Admin fee / account holder | $42,275 | $8,390+403.9% | $13,129+222.0% | $7,234+484.4% |