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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 | $315,363 | $89,370+252.9% | $141,197+123.3% | $72,976+332.1% |
| Participation rate | 82.1% | 75.1%+7.0pp | 82.5%-0.3pp | 69.5%+12.7pp |
| Annual return | 14.44% | 111.88%-97.4pp | 71.41%-57.0pp | 81.02%-66.6pp |
| Employer contribution / active EE | $7,303 | $3,115+134.5% | $4,736+54.2% | $2,440+199.3% |
| Participant deferral / active EE | $6,430 | $5,419+18.7% | $6,710-4.2% | $3,608+78.2% |
| Admin fee / account holder | $14,685 | $5,957+146.5% | $10,265+43.1% | $5,124+186.6% |