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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 | $274,699 | $102,385+168.3% | $147,080+86.8% | $80,935+239.4% |
| Participation rate | 86.8% | 75.9%+11.0pp | 82.2%+4.7pp | 67.7%+19.2pp |
| Annual return | 9.82% | 135.09%-125.3pp | 420.17%-410.4pp | 35.66%-25.8pp |
| Employer contribution / active EE | $2,555 | $3,717-31.3% | $4,933-48.2% | $2,757-7.3% |
| Participant deferral / active EE | $10,063 | $6,651+51.3% | $8,066+24.8% | $4,299+134.1% |
| Admin fee / account holder | $5,460 | $7,951-31.3% | $12,989-58.0% | $6,924-21.1% |