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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 | $339,452 | $89,370+279.8% | $141,197+140.4% | $72,976+365.2% |
| Participation rate | 95.3% | 75.1%+20.2pp | 82.5%+12.9pp | 69.5%+25.9pp |
| Annual return | 17.44% | 111.88%-94.4pp | 71.41%-54.0pp | 81.02%-63.6pp |
| Employer contribution / active EE | $7,548 | $3,115+142.3% | $4,736+59.4% | $2,440+209.3% |
| Participant deferral / active EE | $8,032 | $5,419+48.2% | $6,710+19.7% | $3,608+122.6% |
| Admin fee / account holder | $2,931 | $5,957-50.8% | $10,265-71.4% | $5,124-42.8% |