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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 | $539,497 | $102,422+426.7% | $147,117+266.7% | $80,959+566.4% |
| Participation rate | 93.9% | 75.9%+18.0pp | 82.2%+11.7pp | 67.7%+26.2pp |
| Annual return | 11.27% | 135.16%-123.9pp | 420.54%-409.3pp | 35.67%-24.4pp |
| Employer contribution / active EE | $10,846 | $3,717+191.8% | $4,932+119.9% | $2,757+293.4% |
| Participant deferral / active EE | $12,578 | $6,652+89.1% | $8,065+56.0% | $4,300+192.5% |
| Admin fee / account holder | $28,475 | $7,953+258.0% | $12,993+119.2% | $6,925+311.2% |