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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 | $339,745 | $89,367+280.2% | $141,191+140.6% | $72,975+365.6% |
| Participation rate | 96.7% | 75.1%+21.5pp | 82.5%+14.2pp | 69.5%+27.2pp |
| Annual return | 18.93% | 111.87%-92.9pp | 71.41%-52.5pp | 81.01%-62.1pp |
| Employer contribution / active EE | $5,000 | $3,115+60.5% | $4,736+5.6% | $2,440+104.9% |
| Participant deferral / active EE | $8,930 | $5,419+64.8% | $6,710+33.1% | $3,608+147.5% |
| Admin fee / account holder | $5,543 | $5,957-6.9% | $10,264-46.0% | $5,124+8.2% |