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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 | $371,494 | $138,393+168.4% | $184,256+101.6% | $80,959+358.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 9.61% | 20.01%-10.4pp | 28.85%-19.2pp | 35.67%-26.1pp |
| Employer contribution / active EE | $19,029 | $4,847+292.6% | $6,427+196.1% | $2,757+590.2% |
| Participant deferral / active EE | $16,377 | $7,076+131.4% | $9,133+79.3% | $4,300+280.8% |
| Admin fee / account holder | $39,146 | $10,489+273.2% | $13,899+181.6% | $6,925+465.3% |