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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 | $252,217 | $89,370+182.2% | $141,197+78.6% | $72,976+245.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 17.04% | 111.88%-94.8pp | 71.41%-54.4pp | 81.02%-64.0pp |
| Employer contribution / active EE | $11,431 | $3,115+267.0% | $4,736+141.4% | $2,440+368.5% |
| Participant deferral / active EE | $10,020 | $5,419+84.9% | $6,710+49.3% | $3,608+177.7% |
| Admin fee / account holder | $7,810 | $5,957+31.1% | $10,265-23.9% | $5,124+52.4% |