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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 | $287,231 | $105,200+173.0% | $159,474+80.1% | $85,847+234.6% |
| Participation rate | 82.1% | 75.8%+6.4pp | 82.8%-0.7pp | 69.3%+12.8pp |
| Annual return | 12.22% | 45.08%-32.9pp | 263.68%-251.5pp | 318.61%-306.4pp |
| Employer contribution / active EE | $6,375 | $3,319+92.1% | $4,831+32.0% | $2,565+148.5% |
| Participant deferral / active EE | $9,729 | $5,946+63.6% | $7,353+32.3% | $3,952+146.2% |
| Admin fee / account holder | $15,558 | $6,934+124.4% | $10,802+44.0% | $6,261+148.5% |