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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 | $296,428 | $102,429+189.4% | $147,096+101.5% | $80,925+266.3% |
| Participation rate | 92.1% | 75.9%+16.2pp | 82.2%+9.9pp | 67.7%+24.4pp |
| Annual return | 11.75% | 135.02%-123.3pp | 419.75%-408.0pp | 35.65%-23.9pp |
| Employer contribution / active EE | $15,679 | $3,716+322.0% | $4,936+217.6% | $2,756+468.8% |
| Participant deferral / active EE | $3,695 | $6,649-44.4% | $8,071-54.2% | $4,299-14.0% |
| Admin fee / account holder | $1,313 | $7,957-83.5% | $13,005-89.9% | $6,940-81.1% |