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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 | $516,607 | $98,760+423.1% | $149,715+245.1% | $79,858+546.9% |
| Participation rate | 96.2% | 75.8%+20.4pp | 82.5%+13.7pp | 69.6%+26.5pp |
| Annual return | 9.88% | 27.43%-17.6pp | 276.66%-266.8pp | 31.72%-21.8pp |
| Employer contribution / active EE | $8,224 | $3,217+155.7% | $4,645+77.1% | $2,471+232.9% |
| Participant deferral / active EE | $7,533 | $5,681+32.6% | $6,842+10.1% | $3,740+101.4% |
| Admin fee / account holder | $10,602 | $6,053+75.1% | $9,310+13.9% | $5,306+99.8% |