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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 | $270,980 | $93,598+189.5% | $135,974+99.3% | $75,173+260.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 11.28% | 30.89%-19.6pp | 68.30%-57.0pp | 160.72%-149.4pp |
| Employer contribution / active EE | $5,638 | $3,538+59.4% | $4,859+16.0% | $2,671+111.1% |
| Participant deferral / active EE | $10,270 | $6,405+60.3% | $7,760+32.3% | $4,126+148.9% |
| Admin fee / account holder | $3,612 | $6,978-48.2% | $10,767-66.5% | $5,651-36.1% |