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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 | $675,847 | $75,541+794.7% | $152,093+344.4% | $82,637+717.8% |
| Participation rate | 71.4% | 66.5%+4.9pp | 77.8%-6.3pp | 68.1%+3.4pp |
| Annual return | 11.33% | 32.56%-21.2pp | 66.36%-55.0pp | 53.51%-42.2pp |
| Employer contribution / active EE | $1,669 | $2,622-36.4% | $4,175-60.0% | $2,552-34.6% |
| Participant deferral / active EE | $4,819 | $3,206+50.3% | $5,451-11.6% | $4,126+16.8% |
| Admin fee / account holder | $32,355 | $6,405+405.2% | $14,497+123.2% | $7,339+340.9% |