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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 | $323,436 | $85,766+277.1% | $136,298+137.3% | $70,126+361.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 13.88% | 31.46%-17.6pp | 5156.27%-5142.4pp | 73.15%-59.3pp |
| Employer contribution / active EE | $2,633 | $2,966-11.2% | $4,696-43.9% | $2,343+12.4% |
| Participant deferral / active EE | $13,256 | $5,051+162.4% | $6,247+112.2% | $3,332+297.9% |
| Admin fee / account holder | $17,457 | $5,421+222.0% | $9,244+88.8% | $4,645+275.8% |