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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 | $375,597 | $94,031+299.4% | $115,768+224.4% | $82,448+355.6% |
| Participation rate | 98.3% | 70.4%+27.9pp | 74.4%+23.9pp | 68.1%+30.3pp |
| Annual return | 10.71% | 20.61%-9.9pp | 100.46%-89.7pp | 41.64%-30.9pp |
| Employer contribution / active EE | $15,487 | $2,323+566.6% | $2,940+426.8% | $2,551+507.1% |
| Participant deferral / active EE | $4,493 | $3,972+13.1% | $4,917-8.6% | $4,139+8.6% |
| Admin fee / account holder | $53,228 | $10,249+419.3% | $12,439+327.9% | $7,234+635.8% |