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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 | $308,772 | $83,485+269.9% | $125,180+146.7% | $72,983+323.1% |
| Participation rate | 95.2% | 73.3%+21.9pp | 79.8%+15.5pp | 69.5%+25.8pp |
| Annual return | 3.97% | 25.78%-21.8pp | 43.79%-39.8pp | 81.01%-77.0pp |
| Employer contribution / active EE | $6,770 | $2,346+188.7% | $3,866+75.1% | $2,440+177.5% |
| Participant deferral / active EE | $3,708 | $3,586+3.4% | $4,937-24.9% | $3,608+2.8% |
| Admin fee / account holder | $10,875 | $5,518+97.1% | $9,703+12.1% | $5,124+112.2% |