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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 | $397,058 | $98,766+302.0% | $149,730+165.2% | $79,852+397.2% |
| Participation rate | 98.2% | 75.8%+22.4pp | 82.5%+15.7pp | 69.6%+28.6pp |
| Annual return | 8.92% | 27.43%-18.5pp | 276.70%-267.8pp | 31.72%-22.8pp |
| Employer contribution / active EE | $13,894 | $3,217+331.9% | $4,645+199.1% | $2,471+462.2% |
| Participant deferral / active EE | $12,055 | $5,681+112.2% | $6,843+76.2% | $3,740+222.3% |
| Admin fee / account holder | $3,245 | $6,052-46.4% | $9,310-65.1% | $5,306-38.9% |