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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 | $274,679 | $106,749+157.3% | $145,433+88.9% | $82,448+233.2% |
| Participation rate | 88.5% | 75.6%+12.8pp | 82.1%+6.3pp | 68.1%+20.4pp |
| Annual return | 9.93% | 27.59%-17.7pp | 66.58%-56.6pp | 41.64%-31.7pp |
| Employer contribution / active EE | $889 | $3,444-74.2% | $4,554-80.5% | $2,551-65.2% |
| Participant deferral / active EE | $9,797 | $6,519+50.3% | $7,897+24.1% | $4,139+136.7% |
| Admin fee / account holder | $44,178 | $8,390+426.6% | $13,129+236.5% | $7,234+510.7% |