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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 | $364,755 | $106,749+241.7% | $145,433+150.8% | $82,448+342.4% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 11.33% | 27.59%-16.3pp | 66.58%-55.2pp | 41.64%-30.3pp |
| Employer contribution / active EE | $7,514 | $3,444+118.1% | $4,554+65.0% | $2,551+194.5% |
| Participant deferral / active EE | $6,420 | $6,519-1.5% | $7,897-18.7% | $4,139+55.1% |
| Admin fee / account holder | $4,760 | $8,390-43.3% | $13,129-63.7% | $7,234-34.2% |