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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 | $851,526 | $106,749+697.7% | $145,433+485.5% | $82,448+932.8% |
| Participation rate | 92.7% | 75.6%+17.1pp | 82.1%+10.6pp | 68.1%+24.7pp |
| Annual return | 13.57% | 27.59%-14.0pp | 66.58%-53.0pp | 41.64%-28.1pp |
| Employer contribution / active EE | $10,560 | $3,444+206.6% | $4,554+131.9% | $2,551+314.0% |
| Participant deferral / active EE | $14,467 | $6,519+121.9% | $7,897+83.2% | $4,139+249.5% |
| Admin fee / account holder | $41,612 | $8,390+396.0% | $13,129+216.9% | $7,234+475.2% |