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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 | $483,425 | $87,166+454.6% | $76,735+530.0% | $137,256+252.2% |
| Participation rate | 91.7% | 74.4%+17.3pp | 69.5%+22.2pp | 80.0%+11.7pp |
| Annual return | 6.46% | 26.50%-20.0pp | 29.77%-23.3pp | 220.34%-213.9pp |
| Employer contribution / active EE | $20,000 | $2,904+588.6% | $2,454+714.9% | $4,156+381.2% |
| Participant deferral / active EE | $5,037 | $4,726+6.6% | $4,088+23.2% | $6,407-21.4% |
| Admin fee / account holder | $80,838 | $8,403+862.0% | $7,189+1024.4% | $12,270+558.8% |