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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 | $663,877 | $111,535+495.2% | $105,223+530.9% | $137,256+383.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 11.21% | 237.85%-226.6pp | 180.65%-169.4pp | 220.34%-209.1pp |
| Employer contribution / active EE | $4,504 | $3,939+14.3% | $3,689+22.1% | $4,156+8.4% |
| Participant deferral / active EE | $11,850 | $5,500+115.5% | $5,072+133.7% | $6,407+85.0% |
| Admin fee / account holder | $52,023 | $9,721+435.1% | $8,859+487.2% | $12,270+324.0% |