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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 | $258,412 | $87,166+196.5% | $76,735+236.8% | $137,256+88.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 10.57% | 26.50%-15.9pp | 29.77%-19.2pp | 220.34%-209.8pp |
| Employer contribution / active EE | $18,258 | $2,904+528.6% | $2,454+643.9% | $4,156+339.3% |
| Participant deferral / active EE | $17,402 | $4,726+268.2% | $4,088+325.7% | $6,407+171.6% |
| Admin fee / account holder | $1,951 | $8,403-76.8% | $7,189-72.9% | $12,270-84.1% |