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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 | $389,079 | $88,360+340.3% | $145,433+167.5% | $67,986+472.3% |
| Participation rate | 93.5% | 65.5%+28.0pp | 82.1%+11.3pp | 57.2%+36.3pp |
| Annual return | 12.65% | 63.15%-50.5pp | 66.58%-53.9pp | 31.67%-19.0pp |
| Employer contribution / active EE | $3,616 | $3,054+18.4% | $4,554-20.6% | $2,019+79.1% |
| Participant deferral / active EE | $10,681 | $5,932+80.1% | $7,897+35.2% | $3,358+218.1% |
| Admin fee / account holder | $7,352 | $3,313+121.9% | $13,129-44.0% | $3,203+129.5% |