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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 | $466,015 | $93,598+397.9% | $135,974+242.7% | $75,173+519.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 13.82% | 30.89%-17.1pp | 68.30%-54.5pp | 160.72%-146.9pp |
| Employer contribution / active EE | $14,928 | $3,538+322.0% | $4,859+207.2% | $2,671+458.9% |
| Participant deferral / active EE | $14,209 | $6,405+121.8% | $7,760+83.1% | $4,126+244.4% |
| Admin fee / account holder | $1,103 | $6,978-84.2% | $10,767-89.8% | $5,651-80.5% |