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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 | $349,383 | $102,429+241.1% | $147,096+137.5% | $80,925+331.7% |
| Participation rate | 83.9% | 75.9%+8.0pp | 82.2%+1.7pp | 67.7%+16.2pp |
| Annual return | 10.38% | 135.02%-124.6pp | 419.75%-409.4pp | 35.65%-25.3pp |
| Employer contribution / active EE | $5,579 | $3,716+50.1% | $4,936+13.0% | $2,756+102.4% |
| Participant deferral / active EE | $13,465 | $6,649+102.5% | $8,071+66.8% | $4,299+213.2% |
| Admin fee / account holder | $12,358 | $7,957+55.3% | $13,005-5.0% | $6,940+78.1% |