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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 | $407,683 | $109,620+271.9% | $148,496+174.5% | $94,015+333.6% |
| Participation rate | 100.0% | 71.3%+28.7pp | 76.0%+24.0pp | 70.8%+29.2pp |
| Annual return | 9.07% | 17.54%-8.5pp | 12.33%-3.3pp | 17.84%-8.8pp |
| Employer contribution / active EE | $11,899 | $2,618+354.5% | $3,497+240.2% | $2,790+326.5% |
| Participant deferral / active EE | $5,684 | $3,831+48.4% | $4,808+18.2% | $4,249+33.8% |
| Admin fee / account holder | $32,247 | $10,050+220.9% | $19,547+65.0% | $8,951+260.3% |