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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 | $571,551 | $111,535+412.4% | $105,223+443.2% | $137,256+316.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 11.57% | 237.85%-226.3pp | 180.65%-169.1pp | 220.34%-208.8pp |
| Employer contribution / active EE | $5,895 | $3,939+49.6% | $3,689+59.8% | $4,156+41.8% |
| Participant deferral / active EE | $6,480 | $5,500+17.8% | $5,072+27.8% | $6,407+1.1% |
| Admin fee / account holder | $7,992 | $9,721-17.8% | $8,859-9.8% | $12,270-34.9% |