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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 | $107,421+176.1% | $182,262+62.7% | $94,015+215.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 84.2%+15.8pp | 70.8%+29.2pp |
| Annual return | 11.60% | 21.32%-9.7pp | 140.60%-129.0pp | 17.84%-6.2pp |
| Employer contribution / active EE | $7,529 | $3,448+118.4% | $5,046+49.2% | $2,790+169.9% |
| Participant deferral / active EE | $12,374 | $6,558+88.7% | $8,276+49.5% | $4,249+191.2% |
| Admin fee / account holder | $42,275 | $8,692+386.4% | $16,712+153.0% | $8,951+372.3% |