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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 | $431,717 | $111,535+287.1% | $105,223+310.3% | $137,256+214.5% |
| Participation rate | 89.5% | 78.1%+11.4pp | 75.0%+14.4pp | 80.0%+9.5pp |
| Annual return | 10.68% | 237.85%-227.2pp | 180.65%-170.0pp | 220.34%-209.7pp |
| Employer contribution / active EE | $3,011 | $3,939-23.6% | $3,689-18.4% | $4,156-27.6% |
| Participant deferral / active EE | $11,810 | $5,500+114.7% | $5,072+132.9% | $6,407+84.3% |
| Admin fee / account holder | $22,864 | $9,721+135.2% | $8,859+158.1% | $12,270+86.3% |