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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 | $262,274 | $96,731+171.1% | $123,973+111.6% | $86,983+201.5% |
| Participation rate | 100.0% | 70.0%+30.0pp | 76.7%+23.3pp | 69.5%+30.5pp |
| Annual return | 11.15% | 17.33%-6.2pp | 388.13%-377.0pp | 25.83%-14.7pp |
| Employer contribution / active EE | $5,356 | $3,297+62.4% | $4,126+29.8% | $2,584+107.2% |
| Participant deferral / active EE | $7,460 | $4,152+79.7% | $5,247+42.2% | $4,194+77.9% |
| Admin fee / account holder | $18,500 | $8,722+112.1% | $11,799+56.8% | $7,856+135.5% |