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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 | $294,903 | $81,487+261.9% | $102,412+188.0% | $80,935+264.4% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 0.02% | 25.60%-25.6pp | 24.94%-24.9pp | 35.66%-35.6pp |
| Employer contribution / active EE | $15,413 | $3,103+396.7% | $3,870+298.3% | $2,757+459.1% |
| Participant deferral / active EE | $6,832 | $3,871+76.5% | $5,060+35.0% | $4,299+58.9% |
| Admin fee / account holder | $12,511 | $6,717+86.2% | $8,388+49.2% | $6,924+80.7% |