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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 | $624,111 | $146,267+326.7% | $197,124+216.6% | $82,448+657.0% |
| Participation rate | 95.8% | 84.0%+11.8pp | 86.7%+9.1pp | 68.1%+27.8pp |
| Annual return | 13.02% | 29.61%-16.6pp | 44.34%-31.3pp | 41.64%-28.6pp |
| Employer contribution / active EE | $17,217 | $4,723+264.5% | $6,227+176.5% | $2,551+574.9% |
| Participant deferral / active EE | $19,851 | $7,035+182.2% | $9,135+117.3% | $4,139+379.6% |
| Admin fee / account holder | $85,461 | $14,422+492.6% | $16,298+424.4% | $7,234+1081.3% |