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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 | $472,246 | $111,535+323.4% | $105,223+348.8% | $137,256+244.1% |
| Participation rate | 92.9% | 78.1%+14.8pp | 75.0%+17.8pp | 80.0%+12.9pp |
| Annual return | 10.74% | 237.85%-227.1pp | 180.65%-169.9pp | 220.34%-209.6pp |
| Employer contribution / active EE | $1,582 | $3,939-59.9% | $3,689-57.1% | $4,156-61.9% |
| Participant deferral / active EE | $9,433 | $5,500+71.5% | $5,072+86.0% | $6,407+47.2% |
| Admin fee / account holder | $23,329 | $9,721+140.0% | $8,859+163.3% | $12,270+90.1% |