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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 | $759,728 | $106,267+614.9% | $96,520+687.1% | $139,456+444.8% |
| Participation rate | 92.3% | 77.8%+14.5pp | 74.3%+18.0pp | 80.3%+12.0pp |
| Annual return | 9.22% | 38.45%-29.2pp | 35.72%-26.5pp | 373.45%-364.2pp |
| Employer contribution / active EE | $22,438 | $4,105+446.6% | $3,739+500.2% | $4,753+372.1% |
| Participant deferral / active EE | $1,731 | $5,454-68.3% | $4,879-64.5% | $6,711-74.2% |
| Admin fee / account holder | $10,376 | $7,882+31.6% | $6,733+54.1% | $11,407-9.0% |