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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 | $282,318 | $58,627+381.5% | $76,735+267.9% | $82,448+242.4% |
| Participation rate | 97.2% | 63.2%+34.0pp | 69.5%+27.7pp | 68.1%+29.2pp |
| Annual return | 12.69% | 39.10%-26.4pp | 29.77%-17.1pp | 41.64%-29.0pp |
| Employer contribution / active EE | $3,492 | $1,729+101.9% | $2,454+42.3% | $2,551+36.9% |
| Participant deferral / active EE | $7,332 | $3,134+134.0% | $4,088+79.3% | $4,139+77.1% |
| Admin fee / account holder | $14,879 | $5,323+179.6% | $7,189+107.0% | $7,234+105.7% |