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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 | $576,386 | $106,749+439.9% | $145,433+296.3% | $82,448+599.1% |
| Participation rate | 91.3% | 75.6%+15.7pp | 82.1%+9.2pp | 68.1%+23.2pp |
| Annual return | 10.88% | 27.59%-16.7pp | 66.58%-55.7pp | 41.64%-30.8pp |
| Employer contribution / active EE | $15,494 | $3,444+349.8% | $4,554+240.2% | $2,551+507.4% |
| Participant deferral / active EE | $7,373 | $6,519+13.1% | $7,897-6.6% | $4,139+78.1% |
| Admin fee / account holder | $17,952 | $8,390+114.0% | $13,129+36.7% | $7,234+148.1% |