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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 | $339,540 | $99,875+240.0% | $146,866+131.2% | $86,983+290.4% |
| Participation rate | 97.4% | 75.8%+21.6pp | 82.5%+14.9pp | 69.5%+27.8pp |
| Annual return | 11.29% | 28.10%-16.8pp | 102.85%-91.6pp | 25.83%-14.5pp |
| Employer contribution / active EE | $26,184 | $3,224+712.1% | $4,425+491.8% | $2,584+913.1% |
| Participant deferral / active EE | $8,375 | $6,322+32.5% | $7,759+7.9% | $4,194+99.7% |
| Admin fee / account holder | $28,704 | $7,838+266.2% | $13,620+110.7% | $7,856+265.4% |