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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 | $257,766 | $102,422+151.7% | $147,117+75.2% | $80,959+218.4% |
| Participation rate | 98.3% | 75.9%+22.4pp | 82.2%+16.1pp | 67.7%+30.6pp |
| Annual return | 10.94% | 135.16%-124.2pp | 420.54%-409.6pp | 35.67%-24.7pp |
| Employer contribution / active EE | $5,202 | $3,717+39.9% | $4,932+5.5% | $2,757+88.7% |
| Participant deferral / active EE | $12,106 | $6,652+82.0% | $8,065+50.1% | $4,300+181.5% |
| Admin fee / account holder | $15,635 | $7,953+96.6% | $12,993+20.3% | $6,925+125.8% |