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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 | $392,093 | $111,535+251.5% | $105,223+272.6% | $137,256+185.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 11.14% | 237.85%-226.7pp | 180.65%-169.5pp | 220.34%-209.2pp |
| Employer contribution / active EE | $2,844 | $3,939-27.8% | $3,689-22.9% | $4,156-31.6% |
| Participant deferral / active EE | $6,568 | $5,500+19.4% | $5,072+29.5% | $6,407+2.5% |
| Admin fee / account holder | $150,942 | $9,721+1452.7% | $8,859+1603.9% | $12,270+1130.2% |