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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 | $800,420 | $142,972+459.8% | $214,702+272.8% | $86,983+820.2% |
| Participation rate | 97.6% | 84.9%+12.7pp | 87.5%+10.1pp | 69.5%+28.0pp |
| Annual return | 12.06% | 18.49%-6.4pp | 54.55%-42.5pp | 25.83%-13.8pp |
| Employer contribution / active EE | $13,843 | $4,635+198.7% | $6,461+114.3% | $2,584+435.6% |
| Participant deferral / active EE | $19,314 | $6,568+194.1% | $9,147+111.2% | $4,194+360.5% |
| Admin fee / account holder | $55,205 | $17,617+213.4% | $19,830+178.4% | $7,856+602.7% |