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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 | $262,749 | $88,672+196.3% | $105,223+149.7% | $82,448+218.7% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 11.33% | 30.86%-19.5pp | 180.65%-169.3pp | 41.64%-30.3pp |
| Employer contribution / active EE | $6,254 | $3,048+105.2% | $3,689+69.5% | $2,551+145.1% |
| Participant deferral / active EE | $6,580 | $4,036+63.0% | $5,072+29.7% | $4,139+59.0% |
| Admin fee / account holder | $7,472 | $7,146+4.6% | $8,859-15.7% | $7,234+3.3% |