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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 | $102,429+403.0% | $147,096+250.2% | $80,925+536.6% |
| Participation rate | 80.6% | 75.9%+4.8pp | 82.2%-1.5pp | 67.7%+13.0pp |
| Annual return | 10.73% | 135.02%-124.3pp | 419.75%-409.0pp | 35.65%-24.9pp |
| Employer contribution / active EE | $11,962 | $3,716+221.9% | $4,936+142.3% | $2,756+334.0% |
| Participant deferral / active EE | $13,492 | $6,649+102.9% | $8,071+67.2% | $4,299+213.9% |
| Admin fee / account holder | $15,078 | $7,957+89.5% | $13,005+15.9% | $6,940+117.3% |