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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 | $102,422+189.4% | $147,117+101.5% | $80,959+266.1% |
| Participation rate | 92.1% | 75.9%+16.2pp | 82.2%+9.9pp | 67.7%+24.4pp |
| Annual return | 11.75% | 135.16%-123.4pp | 420.54%-408.8pp | 35.67%-23.9pp |
| Employer contribution / active EE | $15,679 | $3,717+321.8% | $4,932+217.9% | $2,757+468.7% |
| Participant deferral / active EE | $3,695 | $6,652-44.5% | $8,065-54.2% | $4,300-14.1% |
| Admin fee / account holder | $1,313 | $7,953-83.5% | $12,993-89.9% | $6,925-81.0% |