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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 | $576,113 | $88,672+549.7% | $105,223+447.5% | $82,448+598.8% |
| Participation rate | 94.1% | 67.9%+26.2pp | 75.0%+19.1pp | 68.1%+26.0pp |
| Annual return | 12.20% | 30.86%-18.7pp | 180.65%-168.4pp | 41.64%-29.4pp |
| Employer contribution / active EE | $9,855 | $3,048+223.3% | $3,689+167.2% | $2,551+286.3% |
| Participant deferral / active EE | $12,723 | $4,036+215.2% | $5,072+150.9% | $4,139+207.4% |
| Admin fee / account holder | $69,343 | $7,146+870.4% | $8,859+682.8% | $7,234+858.5% |