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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 | $467,180 | $104,694+346.2% | $85,709+445.1% | $167,536+178.9% |
| Participation rate | 83.3% | 76.4%+7.0pp | 69.9%+13.5pp | 82.1%+1.2pp |
| Annual return | 7.53% | 21.45%-13.9pp | 21.49%-14.0pp | 478.82%-471.3pp |
| Employer contribution / active EE | $33,401 | $3,337+900.8% | $2,619+1175.5% | $4,839+590.2% |
| Participant deferral / active EE | $7,943 | $4,826+64.6% | $3,924+102.4% | $6,342+25.2% |
| Admin fee / account holder | $55,143 | $10,035+449.5% | $6,876+702.0% | $12,315+347.8% |