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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 | $307,678 | $111,535+175.9% | $105,223+192.4% | $137,256+124.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 6.86% | 237.85%-231.0pp | 180.65%-173.8pp | 220.34%-213.5pp |
| Employer contribution / active EE | $6,834 | $3,939+73.5% | $3,689+85.3% | $4,156+64.4% |
| Participant deferral / active EE | $9,427 | $5,500+71.4% | $5,072+85.9% | $6,407+47.1% |
| Admin fee / account holder | $16,383 | $9,721+68.5% | $8,859+84.9% | $12,270+33.5% |