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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 | $252,799 | $75,541+234.7% | $152,093+66.2% | $82,637+205.9% |
| Participation rate | 80.6% | 66.5%+14.1pp | 77.8%+2.9pp | 68.1%+12.6pp |
| Annual return | 12.90% | 32.56%-19.7pp | 66.36%-53.5pp | 53.51%-40.6pp |
| Employer contribution / active EE | $3,623 | $2,622+38.2% | $4,175-13.2% | $2,552+42.0% |
| Participant deferral / active EE | $14,496 | $3,206+352.2% | $5,451+165.9% | $4,126+251.3% |
| Admin fee / account holder | $76,962 | $6,405+1101.7% | $14,497+430.9% | $7,339+948.7% |