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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 | $99,875+245.9% | $146,866+135.2% | $86,983+297.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 13.64% | 28.10%-14.5pp | 102.85%-89.2pp | 25.83%-12.2pp |
| Employer contribution / active EE | $5,846 | $3,224+81.3% | $4,425+32.1% | $2,584+126.2% |
| Participant deferral / active EE | $10,448 | $6,322+65.2% | $7,759+34.6% | $4,194+149.1% |
| Admin fee / account holder | $27,560 | $7,838+251.6% | $13,620+102.4% | $7,856+250.8% |