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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 | $501,277 | $93,589+435.6% | $135,942+268.7% | $75,181+566.8% |
| Participation rate | 93.5% | 75.2%+18.3pp | 81.9%+11.6pp | 67.2%+26.3pp |
| Annual return | 14.54% | 30.90%-16.4pp | 68.28%-53.7pp | 160.69%-146.1pp |
| Employer contribution / active EE | $10,848 | $3,537+206.7% | $4,858+123.3% | $2,671+306.2% |
| Participant deferral / active EE | $12,307 | $6,405+92.1% | $7,759+58.6% | $4,126+198.3% |
| Admin fee / account holder | $19,235 | $6,977+175.7% | $10,764+78.7% | $5,650+240.5% |