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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 | $437,710 | $109,359+300.3% | $162,185+169.9% | $72,976+499.8% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 17.40% | 25.46%-8.1pp | 115.61%-98.2pp | 81.02%-63.6pp |
| Employer contribution / active EE | $9,388 | $3,907+140.3% | $5,613+67.3% | $2,440+284.8% |
| Participant deferral / active EE | $9,640 | $5,481+75.9% | $7,297+32.1% | $3,608+167.2% |
| Admin fee / account holder | $51,709 | $7,972+548.7% | $10,844+376.9% | $5,124+909.1% |