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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 | $312,846 | $66,402+371.1% | $109,907+184.6% | $85,847+264.4% |
| Participation rate | 100.0% | 63.9%+36.1pp | 74.2%+25.8pp | 69.3%+30.7pp |
| Annual return | 9.37% | 19.59%-10.2pp | 29.46%-20.1pp | 318.61%-309.2pp |
| Employer contribution / active EE | $11,200 | $1,687+563.8% | $2,844+293.8% | $2,565+336.6% |
| Participant deferral / active EE | $29,620 | $2,842+942.1% | $4,047+632.0% | $3,952+649.5% |
| Admin fee / account holder | $12,149 | $4,557+166.6% | $6,069+100.2% | $6,261+94.0% |