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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 | $328,206 | $89,367+267.3% | $141,191+132.5% | $72,975+349.7% |
| Participation rate | 98.3% | 75.1%+23.2pp | 82.5%+15.8pp | 69.5%+28.8pp |
| Annual return | 17.58% | 111.87%-94.3pp | 71.41%-53.8pp | 81.01%-63.4pp |
| Employer contribution / active EE | $1,978 | $3,115-36.5% | $4,736-58.2% | $2,440-18.9% |
| Participant deferral / active EE | $14,260 | $5,419+163.2% | $6,710+112.5% | $3,608+295.3% |
| Admin fee / account holder | $4,490 | $5,957-24.6% | $10,264-56.3% | $5,124-12.4% |