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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 | $274,420 | $107,666+154.9% | $102,184+168.6% | $154,746+77.3% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 11.49% | 29.33%-17.8pp | 31.58%-20.1pp | 172.34%-160.8pp |
| Employer contribution / active EE | $7,773 | $3,846+102.1% | $3,594+116.3% | $4,379+77.5% |
| Participant deferral / active EE | $17,251 | $8,719+97.8% | $8,309+107.6% | $6,730+156.3% |
| Admin fee / account holder | $55,267 | $12,943+327.0% | $11,609+376.1% | $14,365+284.7% |