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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 | $475,204 | $106,749+345.2% | $145,433+226.8% | $82,448+476.4% |
| Participation rate | 95.2% | 75.6%+19.6pp | 82.1%+13.1pp | 68.1%+27.2pp |
| Annual return | 13.68% | 27.59%-13.9pp | 66.58%-52.9pp | 41.64%-28.0pp |
| Employer contribution / active EE | $6,568 | $3,444+90.7% | $4,554+44.2% | $2,551+157.5% |
| Participant deferral / active EE | $5,259 | $6,519-19.3% | $7,897-33.4% | $4,139+27.1% |
| Admin fee / account holder | $21,723 | $8,390+158.9% | $13,129+65.5% | $7,234+200.3% |