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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 | $347,818 | $72,071+382.6% | $68,368+408.7% | $137,256+153.4% |
| Participation rate | 87.5% | 76.2%+11.3pp | 73.8%+13.7pp | 80.0%+7.5pp |
| Annual return | 11.57% | 353.14%-341.6pp | 292.57%-281.0pp | 220.34%-208.8pp |
| Employer contribution / active EE | $6,998 | $2,788+151.0% | $2,649+164.2% | $4,156+68.4% |
| Participant deferral / active EE | $13,181 | $4,410+198.9% | $4,123+219.7% | $6,407+105.7% |
| Admin fee / account holder | $23,714 | $5,336+344.4% | $5,150+360.5% | $12,270+93.3% |