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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 | $515,204 | $102,422+403.0% | $147,117+250.2% | $80,959+536.4% |
| Participation rate | 80.6% | 75.9%+4.8pp | 82.2%-1.5pp | 67.7%+13.0pp |
| Annual return | 10.73% | 135.16%-124.4pp | 420.54%-409.8pp | 35.67%-24.9pp |
| Employer contribution / active EE | $11,962 | $3,717+221.8% | $4,932+142.5% | $2,757+333.8% |
| Participant deferral / active EE | $13,492 | $6,652+102.8% | $8,065+67.3% | $4,300+213.7% |
| Admin fee / account holder | $15,078 | $7,953+89.6% | $12,993+16.1% | $6,925+117.7% |