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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 | $271,042 | $80,812+235.4% | $160,784+68.6% | $82,448+228.7% |
| Participation rate | 88.6% | 66.2%+22.4pp | 77.0%+11.7pp | 68.1%+20.6pp |
| Annual return | 12.66% | 100.59%-87.9pp | 1803.92%-1791.3pp | 41.64%-29.0pp |
| Employer contribution / active EE | $4,012 | $2,174+84.6% | $3,733+7.5% | $2,551+57.3% |
| Participant deferral / active EE | $9,828 | $4,335+126.7% | $6,293+56.2% | $4,139+137.4% |
| Admin fee / account holder | $2,512 | $7,695-67.3% | $9,717-74.1% | $7,234-65.3% |