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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 | $297,354 | $68,097+336.7% | $62,929+372.5% | $137,256+116.6% |
| Participation rate | 90.5% | 77.4%+13.0pp | 73.1%+17.4pp | 80.0%+10.5pp |
| Annual return | 9.05% | 1859.11%-1850.1pp | 1063.93%-1054.9pp | 220.34%-211.3pp |
| Employer contribution / active EE | $4,053 | $2,811+44.2% | $2,505+61.8% | $4,156-2.5% |
| Participant deferral / active EE | $10,874 | $4,553+138.9% | $3,888+179.7% | $6,407+69.7% |
| Admin fee / account holder | $2,976 | $6,521-54.4% | $5,065-41.2% | $12,270-75.7% |