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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 | $280,554 | $76,407+267.2% | $150,298+86.7% | $82,448+240.3% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 12.35% | 39.99%-27.6pp | 62.79%-50.4pp | 41.64%-29.3pp |
| Employer contribution / active EE | $15,600 | $2,614+496.8% | $4,154+275.5% | $2,551+511.5% |
| Participant deferral / active EE | $10,539 | $3,214+227.9% | $5,453+93.3% | $4,139+154.6% |
| Admin fee / account holder | $1,257 | $6,352-80.2% | $14,116-91.1% | $7,234-82.6% |