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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 | $277,350 | $72,071+284.8% | $68,368+305.7% | $137,256+102.1% |
| Participation rate | 90.9% | 76.2%+14.7pp | 73.8%+17.2pp | 80.0%+10.9pp |
| Annual return | 12.34% | 353.14%-340.8pp | 292.57%-280.2pp | 220.34%-208.0pp |
| Employer contribution / active EE | $14,841 | $2,788+432.3% | $2,649+460.3% | $4,156+257.1% |
| Participant deferral / active EE | $10,546 | $4,410+139.1% | $4,123+155.8% | $6,407+64.6% |
| Admin fee / account holder | $560 | $5,336-89.5% | $5,150-89.1% | $12,270-95.4% |