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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 | $545,583 | $81,476+569.6% | $102,383+432.9% | $80,925+574.2% |
| Participation rate | 92.3% | 66.8%+25.5pp | 74.5%+17.8pp | 67.7%+24.6pp |
| Annual return | 8.48% | 25.59%-17.1pp | 24.94%-16.5pp | 35.65%-27.2pp |
| Employer contribution / active EE | $11,362 | $3,105+265.9% | $3,870+193.6% | $2,756+312.2% |
| Participant deferral / active EE | $3,970 | $3,871+2.6% | $5,060-21.5% | $4,299-7.6% |
| Admin fee / account holder | $16,917 | $6,717+151.8% | $8,391+101.6% | $6,940+143.8% |