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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 | $267,576 | $123,793+116.1% | $177,827+50.5% | $79,858+235.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 10.62% | 22.82%-12.2pp | 48.32%-37.7pp | 31.72%-21.1pp |
| Employer contribution / active EE | $11,782 | $4,095+187.7% | $5,918+99.1% | $2,471+376.8% |
| Participant deferral / active EE | $5,020 | $5,956-15.7% | $7,713-34.9% | $3,740+34.2% |
| Admin fee / account holder | $7,148 | $7,243-1.3% | $12,429-42.5% | $5,306+34.7% |