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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 | $106,524+341.6% | $152,301+208.9% | $87,485+437.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.4%+17.6pp | 68.9%+31.1pp |
| Annual return | 9.33% | 26.89%-17.6pp | 80.50%-71.2pp | 26.06%-16.7pp |
| Employer contribution / active EE | $18,331 | $3,371+443.7% | $4,624+296.4% | $2,596+606.1% |
| Participant deferral / active EE | $12,381 | $6,525+89.7% | $8,004+54.7% | $4,274+189.7% |
| Admin fee / account holder | $70,672 | $8,287+752.8% | $14,398+390.9% | $7,775+809.0% |