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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 | $371,330 | $154,228+140.8% | $145,433+155.3% | $137,256+170.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 9.89% | 74.59%-64.7pp | 66.58%-56.7pp | 220.34%-210.4pp |
| Employer contribution / active EE | $16,944 | $4,804+252.7% | $4,554+272.0% | $4,156+307.7% |
| Participant deferral / active EE | $14,317 | $8,216+74.2% | $7,897+81.3% | $6,407+123.5% |
| Admin fee / account holder | $45,071 | $14,344+214.2% | $13,129+243.3% | $12,270+267.3% |