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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 | $94,031+333.6% | $115,768+252.2% | $82,448+394.5% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.4%+25.6pp | 68.1%+31.9pp |
| Annual return | 9.07% | 20.61%-11.5pp | 100.46%-91.4pp | 41.64%-32.6pp |
| Employer contribution / active EE | $11,899 | $2,323+412.2% | $2,940+304.8% | $2,551+366.5% |
| Participant deferral / active EE | $5,684 | $3,972+43.1% | $4,917+15.6% | $4,139+37.3% |
| Admin fee / account holder | $32,247 | $10,249+214.6% | $12,439+159.2% | $7,234+345.8% |