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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 | $286,751 | $89,364+220.9% | $141,177+103.1% | $72,983+292.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 16.59% | 111.86%-95.3pp | 71.40%-54.8pp | 81.01%-64.4pp |
| Employer contribution / active EE | $11,785 | $3,115+278.3% | $4,736+148.9% | $2,440+383.0% |
| Participant deferral / active EE | $6,715 | $5,419+23.9% | $6,710+0.1% | $3,608+86.1% |
| Admin fee / account holder | $3,852 | $5,959-35.4% | $10,263-62.5% | $5,124-24.8% |