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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 | $470,416 | $106,749+340.7% | $145,433+223.5% | $82,448+470.6% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 9.33% | 27.59%-18.3pp | 66.58%-57.2pp | 41.64%-32.3pp |
| Employer contribution / active EE | $18,331 | $3,444+432.2% | $4,554+302.5% | $2,551+618.6% |
| Participant deferral / active EE | $12,381 | $6,519+89.9% | $7,897+56.8% | $4,139+199.1% |
| Admin fee / account holder | $70,672 | $8,390+742.3% | $13,129+438.3% | $7,234+876.9% |