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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 | $276,680 | $155,555+77.9% | $146,866+88.4% | $155,188+78.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 7.40% | 115.41%-108.0pp | 102.85%-95.5pp | 148.84%-141.4pp |
| Employer contribution / active EE | $10,270 | $4,647+121.0% | $4,425+132.1% | $4,248+141.8% |
| Participant deferral / active EE | $13,639 | $8,044+69.5% | $7,759+75.8% | $6,531+108.8% |
| Admin fee / account holder | $695,509 | $14,755+4613.6% | $13,620+5006.5% | $14,480+4703.3% |