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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 | $77,814+401.1% | $158,223+146.4% | $86,983+348.2% |
| Participation rate | 86.7% | 68.4%+18.3pp | 79.2%+7.5pp | 69.5%+17.1pp |
| Annual return | 9.01% | 30.54%-21.5pp | 52.09%-43.1pp | 25.83%-16.8pp |
| Employer contribution / active EE | $18,827 | $2,592+626.3% | $4,109+358.2% | $2,584+628.5% |
| Participant deferral / active EE | $6,827 | $3,270+108.8% | $5,467+24.9% | $4,194+62.8% |
| Admin fee / account holder | $20,703 | $5,879+252.1% | $16,047+29.0% | $7,856+163.5% |