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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 | $277,643 | $107,421+158.5% | $182,262+52.3% | $94,015+195.3% |
| Participation rate | 93.3% | 77.8%+15.6pp | 84.2%+9.1pp | 70.8%+22.5pp |
| Annual return | 12.73% | 21.32%-8.6pp | 140.60%-127.9pp | 17.84%-5.1pp |
| Employer contribution / active EE | $3,123 | $3,448-9.4% | $5,046-38.1% | $2,790+11.9% |
| Participant deferral / active EE | $9,772 | $6,558+49.0% | $8,276+18.1% | $4,249+130.0% |
| Admin fee / account holder | $74,431 | $8,692+756.3% | $16,712+345.4% | $8,951+731.5% |