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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 | $391,820 | $111,535+251.3% | $105,223+272.4% | $137,256+185.5% |
| Participation rate | 93.8% | 78.1%+15.7pp | 75.0%+18.7pp | 80.0%+13.8pp |
| Annual return | 10.84% | 237.85%-227.0pp | 180.65%-169.8pp | 220.34%-209.5pp |
| Employer contribution / active EE | $13,362 | $3,939+239.2% | $3,689+262.3% | $4,156+221.5% |
| Participant deferral / active EE | $9,413 | $5,500+71.1% | $5,072+85.6% | $6,407+46.9% |
| Admin fee / account holder | $2,628 | $9,721-73.0% | $8,859-70.3% | $12,270-78.6% |