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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 | $280,890 | $89,370+214.3% | $141,197+98.9% | $72,976+284.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 14.65% | 111.88%-97.2pp | 71.41%-56.8pp | 81.02%-66.4pp |
| Employer contribution / active EE | $9,211 | $3,115+195.7% | $4,736+94.5% | $2,440+277.5% |
| Participant deferral / active EE | $9,041 | $5,419+66.8% | $6,710+34.7% | $3,608+150.6% |
| Admin fee / account holder | $3,277 | $5,957-45.0% | $10,265-68.1% | $5,124-36.0% |