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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 | $102,429+359.2% | $147,096+219.8% | $80,925+481.3% |
| Participation rate | 95.1% | 75.9%+19.3pp | 82.2%+12.9pp | 67.7%+27.5pp |
| Annual return | 11.66% | 135.02%-123.4pp | 419.75%-408.1pp | 35.65%-24.0pp |
| Employer contribution / active EE | $4,967 | $3,716+33.7% | $4,936+0.6% | $2,756+80.2% |
| Participant deferral / active EE | $8,410 | $6,649+26.5% | $8,071+4.2% | $4,299+95.7% |
| Admin fee / account holder | $19,096 | $7,957+140.0% | $13,005+46.8% | $6,940+175.2% |