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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 | $270,675 | $84,233+221.3% | $170,436+58.8% | $70,131+286.0% |
| Participation rate | 92.0% | 70.8%+21.2pp | 83.6%+8.4pp | 69.5%+22.5pp |
| Annual return | 11.95% | 23.06%-11.1pp | 205.94%-194.0pp | 73.14%-61.2pp |
| Employer contribution / active EE | $22,345 | $3,387+559.7% | $5,433+311.3% | $2,342+853.9% |
| Participant deferral / active EE | $8,212 | $3,086+166.1% | $4,939+66.3% | $3,332+146.5% |
| Admin fee / account holder | $51,938 | $5,698+811.5% | $13,880+274.2% | $4,645+1018.0% |