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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 | $463,545 | $106,524+335.2% | $152,301+204.4% | $87,485+429.9% |
| Participation rate | 98.1% | 75.8%+22.3pp | 82.4%+15.6pp | 68.9%+29.1pp |
| Annual return | 11.66% | 26.89%-15.2pp | 80.50%-68.8pp | 26.06%-14.4pp |
| Employer contribution / active EE | $9,760 | $3,371+189.5% | $4,624+111.1% | $2,596+275.9% |
| Participant deferral / active EE | $12,535 | $6,525+92.1% | $8,004+56.6% | $4,274+193.3% |
| Admin fee / account holder | $47,661 | $8,287+475.1% | $14,398+231.0% | $7,775+513.0% |