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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 | $403,015 | $64,920+520.8% | $103,693+288.7% | $86,983+363.3% |
| Participation rate | 92.0% | 63.6%+28.4pp | 72.6%+19.4pp | 69.5%+22.5pp |
| Annual return | 9.45% | 30.29%-20.8pp | 47.61%-38.2pp | 25.83%-16.4pp |
| Employer contribution / active EE | $3,460 | $2,141+61.6% | $2,920+18.5% | $2,584+33.9% |
| Participant deferral / active EE | $10,602 | $3,241+227.1% | $4,579+131.5% | $4,194+152.8% |
| Admin fee / account holder | $35,685 | $6,191+476.4% | $7,858+354.1% | $7,856+354.3% |