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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 | $476,589 | $99,875+377.2% | $146,866+224.5% | $86,983+447.9% |
| Participation rate | 82.6% | 75.8%+6.8pp | 82.5%+0.1pp | 69.5%+13.1pp |
| Annual return | 13.54% | 28.10%-14.6pp | 102.85%-89.3pp | 25.83%-12.3pp |
| Employer contribution / active EE | $4,245 | $3,224+31.7% | $4,425-4.1% | $2,584+64.3% |
| Participant deferral / active EE | $9,941 | $6,322+57.2% | $7,759+28.1% | $4,194+137.0% |
| Admin fee / account holder | $76,908 | $7,838+881.2% | $13,620+464.7% | $7,856+879.0% |