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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 | $408,374 | $124,351+228.4% | $109,188+274.0% | $167,553+143.7% |
| Participation rate | 78.3% | 79.4%-1.2pp | 75.9%+2.4pp | 82.1%-3.9pp |
| Annual return | 9.43% | 26.04%-16.6pp | 25.76%-16.3pp | 478.89%-469.5pp |
| Employer contribution / active EE | $1,310 | $4,210-68.9% | $3,723-64.8% | $4,840-72.9% |
| Participant deferral / active EE | $12,579 | $5,257+139.3% | $4,654+170.3% | $6,343+98.3% |
| Admin fee / account holder | $58,937 | $7,975+639.0% | $6,755+772.4% | $12,316+378.5% |