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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 | $263,253 | $106,524+147.1% | $152,301+72.9% | $87,485+200.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.4%+17.6pp | 68.9%+31.1pp |
| Annual return | 10.46% | 26.89%-16.4pp | 80.50%-70.0pp | 26.06%-15.6pp |
| Employer contribution / active EE | $14,745 | $3,371+337.4% | $4,624+218.9% | $2,596+468.0% |
| Participant deferral / active EE | $6,332 | $6,525-3.0% | $8,004-20.9% | $4,274+48.2% |
| Admin fee / account holder | $30,044 | $8,287+262.6% | $14,398+108.7% | $7,775+286.4% |