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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 | $326,700 | $60,444+440.5% | $68,948+373.8% | $82,448+296.3% |
| Participation rate | 100.0% | 73.6%+26.4pp | 79.2%+20.8pp | 68.1%+31.9pp |
| Annual return | 10.61% | 15.42%-4.8pp | 28.39%-17.8pp | 41.64%-31.0pp |
| Employer contribution / active EE | $16,977 | $3,449+392.2% | $4,165+307.7% | $2,551+565.5% |
| Participant deferral / active EE | $11,178 | $3,658+205.6% | $6,186+80.7% | $4,139+170.0% |
| Admin fee / account holder | $55,587 | $6,421+765.7% | $7,539+637.4% | $7,234+668.4% |