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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 | $340,220 | $77,814+337.2% | $158,223+115.0% | $86,983+291.1% |
| Participation rate | 100.0% | 68.4%+31.6pp | 79.2%+20.8pp | 69.5%+30.5pp |
| Annual return | 11.64% | 30.54%-18.9pp | 52.09%-40.4pp | 25.83%-14.2pp |
| Employer contribution / active EE | $5,750 | $2,592+121.8% | $4,109+39.9% | $2,584+122.5% |
| Participant deferral / active EE | $6,013 | $3,270+83.9% | $5,467+10.0% | $4,194+43.4% |
| Admin fee / account holder | $23,600 | $5,879+301.4% | $16,047+47.1% | $7,856+200.4% |