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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 | $918,998 | $106,749+760.9% | $145,433+531.9% | $82,448+1014.6% |
| Participation rate | 91.0% | 75.6%+15.4pp | 82.1%+8.9pp | 68.1%+23.0pp |
| Annual return | 14.07% | 27.59%-13.5pp | 66.58%-52.5pp | 41.64%-27.6pp |
| Employer contribution / active EE | $15,114 | $3,444+338.8% | $4,554+231.8% | $2,551+492.5% |
| Participant deferral / active EE | $11,852 | $6,519+81.8% | $7,897+50.1% | $4,139+186.3% |
| Admin fee / account holder | $32,253 | $8,390+284.4% | $13,129+145.7% | $7,234+345.8% |