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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 | $102,429+426.7% | $147,096+266.8% | $80,925+566.7% |
| Participation rate | 93.9% | 75.9%+18.0pp | 82.2%+11.7pp | 67.7%+26.2pp |
| Annual return | 11.27% | 135.02%-123.7pp | 419.75%-408.5pp | 35.65%-24.4pp |
| Employer contribution / active EE | $10,846 | $3,716+191.9% | $4,936+119.7% | $2,756+293.5% |
| Participant deferral / active EE | $12,578 | $6,649+89.2% | $8,071+55.8% | $4,299+192.6% |
| Admin fee / account holder | $28,475 | $7,957+257.9% | $13,005+118.9% | $6,940+310.3% |