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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 | $277,319 | $106,749+159.8% | $145,433+90.7% | $82,448+236.4% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 11.80% | 27.59%-15.8pp | 66.58%-54.8pp | 41.64%-29.8pp |
| Employer contribution / active EE | $8,571 | $3,444+148.8% | $4,554+88.2% | $2,551+236.0% |
| Participant deferral / active EE | $6,491 | $6,519-0.4% | $7,897-17.8% | $4,139+56.8% |
| Admin fee / account holder | $17,542 | $8,390+109.1% | $13,129+33.6% | $7,234+142.5% |