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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 | $272,607 | $89,259+205.4% | $107,187+154.3% | $82,637+229.9% |
| Participation rate | 96.8% | 67.9%+28.8pp | 75.0%+21.8pp | 68.1%+28.7pp |
| Annual return | 5.61% | 21.02%-15.4pp | 204.55%-198.9pp | 53.51%-47.9pp |
| Employer contribution / active EE | $5,171 | $3,080+67.9% | $3,782+36.7% | $2,552+102.6% |
| Participant deferral / active EE | $11,319 | $4,037+180.3% | $5,096+122.1% | $4,126+174.3% |
| Admin fee / account holder | $1,384 | $7,381-81.2% | $9,162-84.9% | $7,339-81.1% |