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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 | $549,000 | $107,421+411.1% | $182,262+201.2% | $94,015+484.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 84.2%+15.8pp | 70.8%+29.2pp |
| Annual return | 11.75% | 21.32%-9.6pp | 140.60%-128.8pp | 17.84%-6.1pp |
| Employer contribution / active EE | $18,094 | $3,448+424.8% | $5,046+258.6% | $2,790+548.5% |
| Participant deferral / active EE | $6,847 | $6,558+4.4% | $8,276-17.3% | $4,249+61.1% |
| Admin fee / account holder | $16,077 | $8,692+85.0% | $16,712-3.8% | $8,951+79.6% |