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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 | $295,901 | $48,327+512.3% | $67,575+337.9% | $80,935+265.6% |
| Participation rate | 88.9% | 66.4%+22.5pp | 72.9%+16.0pp | 67.7%+21.2pp |
| Annual return | 10.41% | 18.31%-7.9pp | 3528.98%-3518.6pp | 35.66%-25.2pp |
| Employer contribution / active EE | $4,508 | $2,022+122.9% | $2,736+64.8% | $2,757+63.5% |
| Participant deferral / active EE | $9,015 | $2,927+208.0% | $4,003+125.2% | $4,299+109.7% |
| Admin fee / account holder | $4,738 | $3,692+28.3% | $3,993+18.7% | $6,924-31.6% |