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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 | $353,928 | $93,598+278.1% | $135,974+160.3% | $75,173+370.8% |
| Participation rate | 96.8% | 75.2%+21.6pp | 81.9%+14.9pp | 67.2%+29.6pp |
| Annual return | 14.78% | 30.89%-16.1pp | 68.30%-53.5pp | 160.72%-145.9pp |
| Employer contribution / active EE | $12,683 | $3,538+258.5% | $4,859+161.0% | $2,671+374.8% |
| Participant deferral / active EE | $13,965 | $6,405+118.0% | $7,760+80.0% | $4,126+238.4% |
| Admin fee / account holder | $98,966 | $6,978+1318.3% | $10,767+819.2% | $5,651+1651.4% |