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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 | $305,314 | $107,421+184.2% | $182,262+67.5% | $94,015+224.8% |
| Participation rate | 97.1% | 77.8%+19.3pp | 84.2%+12.8pp | 70.8%+26.2pp |
| Annual return | 9.57% | 21.32%-11.8pp | 140.60%-131.0pp | 17.84%-8.3pp |
| Employer contribution / active EE | $10,518 | $3,448+205.1% | $5,046+108.5% | $2,790+277.0% |
| Participant deferral / active EE | $10,038 | $6,558+53.1% | $8,276+21.3% | $4,249+136.2% |
| Admin fee / account holder | $6,571 | $8,692-24.4% | $16,712-60.7% | $8,951-26.6% |