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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 | $106,524+178.4% | $152,301+94.7% | $87,485+239.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.4%+17.6pp | 68.9%+31.1pp |
| Annual return | 11.60% | 26.89%-15.3pp | 80.50%-68.9pp | 26.06%-14.5pp |
| Employer contribution / active EE | $7,529 | $3,371+123.3% | $4,624+62.8% | $2,596+190.0% |
| Participant deferral / active EE | $12,374 | $6,525+89.6% | $8,004+54.6% | $4,274+189.5% |
| Admin fee / account holder | $42,275 | $8,287+410.2% | $14,398+193.6% | $7,775+443.7% |