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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 | $78,690+758.9% | $161,489+318.5% | $87,485+672.5% |
| Participation rate | 71.4% | 67.5%+4.0pp | 78.7%-7.3pp | 68.9%+2.5pp |
| Annual return | 11.33% | 32.74%-21.4pp | 89.72%-78.4pp | 26.06%-14.7pp |
| Employer contribution / active EE | $1,669 | $2,588-35.5% | $4,268-60.9% | $2,596-35.7% |
| Participant deferral / active EE | $4,819 | $3,311+45.5% | $5,630-14.4% | $4,274+12.8% |
| Admin fee / account holder | $32,355 | $6,724+381.2% | $16,006+102.1% | $7,775+316.2% |