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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 | $599,372 | $117,846+408.6% | $102,434+485.1% | $145,884+310.9% |
| Participation rate | 81.8% | 78.6%+3.2pp | 76.5%+5.3pp | 80.3%+1.5pp |
| Annual return | 1.42% | 31.90%-30.5pp | 29.46%-28.0pp | 551.85%-550.4pp |
| Employer contribution / active EE | $6,813 | $3,615+88.5% | $3,023+125.4% | $4,662+46.1% |
| Participant deferral / active EE | $9,245 | $5,733+61.3% | $5,055+82.9% | $6,690+38.2% |
| Admin fee / account holder | $10,601 | $13,356-20.6% | $9,462+12.0% | $13,392-20.8% |