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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 | $674,453 | $106,749+531.8% | $145,433+363.8% | $82,448+718.0% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 13.82% | 27.59%-13.8pp | 66.58%-52.8pp | 41.64%-27.8pp |
| Employer contribution / active EE | $7,050 | $3,444+104.7% | $4,554+54.8% | $2,551+176.4% |
| Participant deferral / active EE | $18,747 | $6,519+187.6% | $7,897+137.4% | $4,139+352.9% |
| Admin fee / account holder | $95,887 | $8,390+1042.9% | $13,129+630.3% | $7,234+1225.4% |