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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 | $291,230 | $85,766+239.6% | $136,297+113.7% | $70,124+315.3% |
| Participation rate | 86.2% | 74.2%+12.1pp | 81.9%+4.3pp | 69.5%+16.7pp |
| Annual return | 11.67% | 31.45%-19.8pp | 5156.19%-5144.5pp | 73.14%-61.5pp |
| Employer contribution / active EE | $5,691 | $2,966+91.9% | $4,696+21.2% | $2,342+143.0% |
| Participant deferral / active EE | $6,867 | $5,051+35.9% | $6,247+9.9% | $3,332+106.1% |
| Admin fee / account holder | $10,892 | $5,420+100.9% | $9,244+17.8% | $4,645+134.5% |