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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 | $339,296 | $89,364+279.7% | $141,177+140.3% | $72,983+364.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 17.26% | 111.86%-94.6pp | 71.40%-54.1pp | 81.01%-63.7pp |
| Employer contribution / active EE | $13,303 | $3,115+327.1% | $4,736+180.9% | $2,440+445.2% |
| Participant deferral / active EE | $2,965 | $5,419-45.3% | $6,710-55.8% | $3,608-17.8% |
| Admin fee / account holder | $75,865 | $5,959+1173.1% | $10,263+639.2% | $5,124+1380.5% |