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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 | $459,353 | $126,661+262.7% | $113,397+305.1% | $138,895+230.7% |
| Participation rate | 92.3% | 79.4%+12.9pp | 76.5%+15.8pp | 79.9%+12.4pp |
| Annual return | 9.70% | 25.05%-15.4pp | 23.20%-13.5pp | 145.39%-135.7pp |
| Employer contribution / active EE | $12,503 | $3,456+261.8% | $2,977+320.0% | $4,194+198.1% |
| Participant deferral / active EE | $8,828 | $5,693+55.1% | $5,076+73.9% | $6,396+38.0% |
| Admin fee / account holder | $96,793 | $14,549+565.3% | $11,957+709.5% | $12,562+670.5% |