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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 | $347,780 | $108,825+219.6% | $156,181+122.7% | $82,448+321.8% |
| Participation rate | 97.0% | 72.4%+24.6pp | 78.8%+18.2pp | 68.1%+28.9pp |
| Annual return | 11.58% | 20.59%-9.0pp | 64.87%-53.3pp | 41.64%-30.1pp |
| Employer contribution / active EE | $28,643 | $2,870+898.1% | $4,294+567.1% | $2,551+1022.9% |
| Participant deferral / active EE | $16,912 | $4,577+269.5% | $6,132+175.8% | $4,139+308.6% |
| Admin fee / account holder | $23,466 | $9,341+151.2% | $14,586+60.9% | $7,234+224.4% |