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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 | $389,886 | $78,690+395.5% | $161,489+141.4% | $87,485+345.7% |
| Participation rate | 86.7% | 67.5%+19.2pp | 78.7%+8.0pp | 68.9%+17.7pp |
| Annual return | 9.01% | 32.74%-23.7pp | 89.72%-80.7pp | 26.06%-17.1pp |
| Employer contribution / active EE | $18,827 | $2,588+627.4% | $4,268+341.1% | $2,596+625.2% |
| Participant deferral / active EE | $6,827 | $3,311+106.2% | $5,630+21.3% | $4,274+59.7% |
| Admin fee / account holder | $20,703 | $6,724+207.9% | $16,006+29.3% | $7,775+166.3% |