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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 | $106,749+223.6% | $145,433+137.5% | $82,448+319.0% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 13.64% | 27.59%-14.0pp | 66.58%-52.9pp | 41.64%-28.0pp |
| Employer contribution / active EE | $5,846 | $3,444+69.7% | $4,554+28.3% | $2,551+129.1% |
| Participant deferral / active EE | $10,448 | $6,519+60.3% | $7,897+32.3% | $4,139+152.4% |
| Admin fee / account holder | $27,560 | $8,390+228.5% | $13,129+109.9% | $7,234+281.0% |