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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 | $106,749+146.6% | $145,433+81.0% | $82,448+219.3% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 10.46% | 27.59%-17.1pp | 66.58%-56.1pp | 41.64%-31.2pp |
| Employer contribution / active EE | $14,745 | $3,444+328.1% | $4,554+223.8% | $2,551+478.0% |
| Participant deferral / active EE | $6,332 | $6,519-2.9% | $7,897-19.8% | $4,139+53.0% |
| Admin fee / account holder | $30,044 | $8,390+258.1% | $13,129+128.8% | $7,234+315.3% |