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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 | $279,633 | $72,272+286.9% | $101,264+176.1% | $79,858+250.2% |
| Participation rate | 96.0% | 68.5%+27.5pp | 75.8%+20.2pp | 69.6%+26.4pp |
| Annual return | 6.88% | 22.30%-15.4pp | 46.48%-39.6pp | 31.72%-24.8pp |
| Employer contribution / active EE | $18,259 | $2,692+578.4% | $3,660+398.9% | $2,471+639.0% |
| Participant deferral / active EE | $4,515 | $3,282+37.6% | $4,370+3.3% | $3,740+20.7% |
| Admin fee / account holder | $437 | $4,401-90.1% | $5,947-92.7% | $5,306-91.8% |