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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 | $392,536 | $89,364+339.3% | $141,177+178.0% | $72,983+437.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 18.75% | 111.86%-93.1pp | 71.40%-52.6pp | 81.01%-62.3pp |
| Employer contribution / active EE | $8,923 | $3,115+186.5% | $4,736+88.4% | $2,440+265.7% |
| Participant deferral / active EE | $13,990 | $5,419+158.2% | $6,710+108.5% | $3,608+287.8% |
| Admin fee / account holder | $6,540 | $5,959+9.7% | $10,263-36.3% | $5,124+27.6% |