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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 | $299,963 | $93,589+220.5% | $135,942+120.7% | $75,181+299.0% |
| Participation rate | 96.9% | 75.2%+21.7pp | 81.9%+15.0pp | 67.2%+29.7pp |
| Annual return | 12.92% | 30.90%-18.0pp | 68.28%-55.4pp | 160.69%-147.8pp |
| Employer contribution / active EE | $9,419 | $3,537+166.3% | $4,858+93.9% | $2,671+252.7% |
| Participant deferral / active EE | $9,045 | $6,405+41.2% | $7,759+16.6% | $4,126+119.2% |
| Admin fee / account holder | $41,424 | $6,977+493.7% | $10,764+284.8% | $5,650+633.2% |