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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 | $413,317 | $102,429+303.5% | $147,096+181.0% | $80,925+410.7% |
| Participation rate | 96.2% | 75.9%+20.3pp | 82.2%+14.0pp | 67.7%+28.5pp |
| Annual return | 11.24% | 135.02%-123.8pp | 419.75%-408.5pp | 35.65%-24.4pp |
| Employer contribution / active EE | $4,707 | $3,716+26.7% | $4,936-4.6% | $2,756+70.8% |
| Participant deferral / active EE | $6,832 | $6,649+2.8% | $8,071-15.3% | $4,299+58.9% |
| Admin fee / account holder | $90,265 | $7,957+1034.4% | $13,005+594.1% | $6,940+1200.6% |