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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 | $470,376 | $102,422+359.3% | $147,117+219.7% | $80,959+481.0% |
| Participation rate | 95.1% | 75.9%+19.2pp | 82.2%+12.9pp | 67.7%+27.5pp |
| Annual return | 11.66% | 135.16%-123.5pp | 420.54%-408.9pp | 35.67%-24.0pp |
| Employer contribution / active EE | $4,967 | $3,717+33.6% | $4,932+0.7% | $2,757+80.1% |
| Participant deferral / active EE | $8,410 | $6,652+26.4% | $8,065+4.3% | $4,300+95.6% |
| Admin fee / account holder | $19,096 | $7,953+140.1% | $12,993+47.0% | $6,925+175.7% |