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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 | $329,885 | $111,535+195.8% | $105,223+213.5% | $137,256+140.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 10.14% | 237.85%-227.7pp | 180.65%-170.5pp | 220.34%-210.2pp |
| Employer contribution / active EE | $4,857 | $3,939+23.3% | $3,689+31.7% | $4,156+16.9% |
| Participant deferral / active EE | $9,275 | $5,500+68.6% | $5,072+82.9% | $6,407+44.8% |
| Admin fee / account holder | $24,972 | $9,721+156.9% | $8,859+181.9% | $12,270+103.5% |