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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 | $345,453 | $106,524+224.3% | $152,301+126.8% | $87,485+294.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.4%+17.6pp | 68.9%+31.1pp |
| Annual return | 13.64% | 26.89%-13.2pp | 80.50%-66.9pp | 26.06%-12.4pp |
| Employer contribution / active EE | $5,846 | $3,371+73.4% | $4,624+26.4% | $2,596+125.2% |
| Participant deferral / active EE | $10,448 | $6,525+60.1% | $8,004+30.5% | $4,274+144.5% |
| Admin fee / account holder | $27,560 | $8,287+232.6% | $14,398+91.4% | $7,775+254.5% |