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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 | $272,754 | $80,812+237.5% | $160,784+69.6% | $82,448+230.8% |
| Participation rate | 73.8% | 66.2%+7.6pp | 77.0%-3.1pp | 68.1%+5.7pp |
| Annual return | 13.04% | 100.59%-87.5pp | 1803.92%-1790.9pp | 41.64%-28.6pp |
| Employer contribution / active EE | $3,631 | $2,174+67.0% | $3,733-2.7% | $2,551+42.3% |
| Participant deferral / active EE | $14,989 | $4,335+245.7% | $6,293+138.2% | $4,139+262.1% |
| Admin fee / account holder | $15,269 | $7,695+98.4% | $9,717+57.1% | $7,234+111.1% |