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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 | $316,377 | $96,731+227.1% | $123,973+155.2% | $86,983+263.7% |
| Participation rate | 91.7% | 70.0%+21.6pp | 76.7%+15.0pp | 69.5%+22.1pp |
| Annual return | 4.87% | 17.33%-12.5pp | 388.13%-383.3pp | 25.83%-21.0pp |
| Employer contribution / active EE | $14,583 | $3,297+342.3% | $4,126+253.5% | $2,584+464.3% |
| Participant deferral / active EE | $4,937 | $4,152+18.9% | $5,247-5.9% | $4,194+17.7% |
| Admin fee / account holder | $45,193 | $8,722+418.1% | $11,799+283.0% | $7,856+475.3% |