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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 | $468,111 | $93,617+400.0% | $135,982+244.2% | $75,177+522.7% |
| Participation rate | 94.1% | 75.2%+18.9pp | 81.9%+12.2pp | 67.2%+26.9pp |
| Annual return | 14.06% | 30.89%-16.8pp | 68.32%-54.3pp | 160.75%-146.7pp |
| Employer contribution / active EE | $4,970 | $3,538+40.5% | $4,859+2.3% | $2,671+86.1% |
| Participant deferral / active EE | $7,390 | $6,406+15.4% | $7,760-4.8% | $4,126+79.1% |
| Admin fee / account holder | $84,739 | $6,980+1114.1% | $10,767+687.0% | $5,651+1399.5% |