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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 | $306,397 | $98,766+210.2% | $149,730+104.6% | $79,852+283.7% |
| Participation rate | 94.3% | 75.8%+18.5pp | 82.5%+11.8pp | 69.6%+24.6pp |
| Annual return | 5.08% | 27.43%-22.3pp | 276.70%-271.6pp | 31.72%-26.6pp |
| Employer contribution / active EE | $4,405 | $3,217+36.9% | $4,645-5.2% | $2,471+78.2% |
| Participant deferral / active EE | $11,800 | $5,681+107.7% | $6,843+72.5% | $3,740+215.5% |
| Admin fee / account holder | $1,132 | $6,052-81.3% | $9,310-87.8% | $5,306-78.7% |