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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 | $265,812 | $102,429+159.5% | $147,096+80.7% | $80,925+228.5% |
| Participation rate | 89.3% | 75.9%+13.4pp | 82.2%+7.1pp | 67.7%+21.6pp |
| Annual return | 11.60% | 135.02%-123.4pp | 419.75%-408.1pp | 35.65%-24.0pp |
| Employer contribution / active EE | $6,006 | $3,716+61.6% | $4,936+21.7% | $2,756+117.9% |
| Participant deferral / active EE | $16,309 | $6,649+145.3% | $8,071+102.1% | $4,299+279.4% |
| Admin fee / account holder | $4,233 | $7,957-46.8% | $13,005-67.5% | $6,940-39.0% |