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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 | $271,633 | $102,422+165.2% | $147,117+84.6% | $80,959+235.5% |
| Participation rate | 97.4% | 75.9%+21.6pp | 82.2%+15.3pp | 67.7%+29.8pp |
| Annual return | 11.71% | 135.16%-123.4pp | 420.54%-408.8pp | 35.67%-24.0pp |
| Employer contribution / active EE | $7,419 | $3,717+99.6% | $4,932+50.4% | $2,757+169.1% |
| Participant deferral / active EE | $4,784 | $6,652-28.1% | $8,065-40.7% | $4,300+11.3% |
| Admin fee / account holder | $25,606 | $7,953+221.9% | $12,993+97.1% | $6,925+269.7% |