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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 | $347,370 | $102,429+239.1% | $147,096+136.2% | $80,925+329.2% |
| Participation rate | 90.5% | 75.9%+14.6pp | 82.2%+8.3pp | 67.7%+22.8pp |
| Annual return | 9.86% | 135.02%-125.2pp | 419.75%-409.9pp | 35.65%-25.8pp |
| Employer contribution / active EE | $9,379 | $3,716+152.4% | $4,936+90.0% | $2,756+240.3% |
| Participant deferral / active EE | $10,986 | $6,649+65.2% | $8,071+36.1% | $4,299+155.6% |
| Admin fee / account holder | $25,298 | $7,957+217.9% | $13,005+94.5% | $6,940+264.5% |