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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 | $102,385+239.3% | $147,080+136.2% | $80,935+329.2% |
| Participation rate | 90.5% | 75.9%+14.6pp | 82.2%+8.3pp | 67.7%+22.8pp |
| Annual return | 9.86% | 135.09%-125.2pp | 420.17%-410.3pp | 35.66%-25.8pp |
| Employer contribution / active EE | $9,379 | $3,717+152.3% | $4,933+90.1% | $2,757+240.2% |
| Participant deferral / active EE | $10,986 | $6,651+65.2% | $8,066+36.2% | $4,299+155.5% |
| Admin fee / account holder | $25,298 | $7,951+218.2% | $12,989+94.8% | $6,924+265.3% |