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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 | $106,864+177.5% | $147,318+101.3% | $82,637+258.9% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 11.60% | 27.49%-15.9pp | 70.43%-58.8pp | 53.51%-41.9pp |
| Employer contribution / active EE | $7,529 | $3,417+120.4% | $4,593+63.9% | $2,552+195.0% |
| Participant deferral / active EE | $12,374 | $6,496+90.5% | $7,906+56.5% | $4,126+199.9% |
| Admin fee / account holder | $42,275 | $8,415+402.4% | $13,708+208.4% | $7,339+476.0% |