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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 | $330,377 | $93,598+253.0% | $135,974+143.0% | $75,173+339.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 14.04% | 30.89%-16.8pp | 68.30%-54.3pp | 160.72%-146.7pp |
| Employer contribution / active EE | $14,517 | $3,538+310.3% | $4,859+198.8% | $2,671+443.5% |
| Participant deferral / active EE | $6,646 | $6,405+3.8% | $7,760-14.4% | $4,126+61.1% |
| Admin fee / account holder | $33,897 | $6,978+385.8% | $10,767+214.8% | $5,651+499.9% |