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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 | $416,295 | $87,166+377.6% | $76,735+442.5% | $137,256+203.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 8.60% | 26.50%-17.9pp | 29.77%-21.2pp | 220.34%-211.7pp |
| Employer contribution / active EE | $4,299 | $2,904+48.0% | $2,454+75.2% | $4,156+3.5% |
| Participant deferral / active EE | $10,898 | $4,726+130.6% | $4,088+166.6% | $6,407+70.1% |
| Admin fee / account holder | $2,001 | $8,403-76.2% | $7,189-72.2% | $12,270-83.7% |