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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 | $405,808 | $89,259+354.6% | $107,187+278.6% | $82,637+391.1% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 12.42% | 21.02%-8.6pp | 204.55%-192.1pp | 53.51%-41.1pp |
| Employer contribution / active EE | $15,416 | $3,080+400.5% | $3,782+307.6% | $2,552+504.0% |
| Participant deferral / active EE | $13,333 | $4,037+230.2% | $5,096+161.6% | $4,126+223.1% |
| Admin fee / account holder | $46,885 | $7,381+535.2% | $9,162+411.7% | $7,339+538.9% |