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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 | $527,845 | $106,864+393.9% | $147,318+258.3% | $82,637+538.7% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 11.72% | 27.49%-15.8pp | 70.43%-58.7pp | 53.51%-41.8pp |
| Employer contribution / active EE | $23,758 | $3,417+595.4% | $4,593+417.3% | $2,552+830.9% |
| Participant deferral / active EE | $13,458 | $6,496+107.2% | $7,906+70.2% | $4,126+226.2% |
| Admin fee / account holder | $96,884 | $8,415+1051.4% | $13,708+606.8% | $7,339+1220.2% |