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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 | $415,602 | $93,345+345.2% | $119,126+248.9% | $87,485+375.1% |
| Participation rate | 96.0% | 68.7%+27.3pp | 75.8%+20.2pp | 68.9%+27.1pp |
| Annual return | 7.38% | 19.08%-11.7pp | 282.11%-274.7pp | 26.06%-18.7pp |
| Employer contribution / active EE | $14,445 | $3,172+355.5% | $4,034+258.1% | $2,596+456.4% |
| Participant deferral / active EE | $5,870 | $4,099+43.2% | $5,318+10.4% | $4,274+37.4% |
| Admin fee / account holder | $90,476 | $8,039+1025.5% | $10,693+746.1% | $7,775+1063.7% |