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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 | $368,466 | $76,407+382.2% | $150,298+145.2% | $82,448+346.9% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 12.81% | 39.99%-27.2pp | 62.79%-50.0pp | 41.64%-28.8pp |
| Employer contribution / active EE | $11,931 | $2,614+356.4% | $4,154+187.2% | $2,551+367.7% |
| Participant deferral / active EE | $8,678 | $3,214+170.0% | $5,453+59.2% | $4,139+109.7% |
| Admin fee / account holder | $18,139 | $6,352+185.6% | $14,116+28.5% | $7,234+150.7% |