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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 | $304,849 | $111,535+173.3% | $105,223+189.7% | $137,256+122.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 10.53% | 237.85%-227.3pp | 180.65%-170.1pp | 220.34%-209.8pp |
| Employer contribution / active EE | $3,291 | $3,939-16.4% | $3,689-10.8% | $4,156-20.8% |
| Participant deferral / active EE | $17,372 | $5,500+215.9% | $5,072+242.5% | $6,407+171.1% |
| Admin fee / account holder | $4,309 | $9,721-55.7% | $8,859-51.4% | $12,270-64.9% |