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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 | $252,799 | $76,407+230.9% | $150,298+68.2% | $82,448+206.6% |
| Participation rate | 80.6% | 66.4%+14.2pp | 77.8%+2.9pp | 68.1%+12.6pp |
| Annual return | 12.90% | 39.99%-27.1pp | 62.79%-49.9pp | 41.64%-28.7pp |
| Employer contribution / active EE | $3,623 | $2,614+38.6% | $4,154-12.8% | $2,551+42.0% |
| Participant deferral / active EE | $14,496 | $3,214+351.0% | $5,453+165.8% | $4,139+250.2% |
| Admin fee / account holder | $76,962 | $6,352+1111.6% | $14,116+445.2% | $7,234+963.8% |