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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 | $102,393+165.3% | $147,041+84.7% | $80,911+235.7% |
| Participation rate | 97.4% | 75.9%+21.6pp | 82.2%+15.3pp | 67.6%+29.8pp |
| Annual return | 11.71% | 134.95%-123.2pp | 419.21%-407.5pp | 35.63%-23.9pp |
| Employer contribution / active EE | $7,419 | $3,715+99.7% | $4,935+50.3% | $2,756+169.2% |
| Participant deferral / active EE | $4,784 | $6,647-28.0% | $8,071-40.7% | $4,297+11.3% |
| Admin fee / account holder | $25,606 | $7,943+222.4% | $13,006+96.9% | $6,935+269.2% |