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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 | $389,886 | $86,050+353.1% | $189,758+105.5% | $94,015+314.7% |
| Participation rate | 86.7% | 68.9%+17.8pp | 79.8%+6.9pp | 70.8%+15.8pp |
| Annual return | 9.01% | 17.77%-8.8pp | 52.62%-43.6pp | 17.84%-8.8pp |
| Employer contribution / active EE | $18,827 | $2,819+567.8% | $4,767+295.0% | $2,790+574.8% |
| Participant deferral / active EE | $6,827 | $3,349+103.9% | $5,856+16.6% | $4,249+60.6% |
| Admin fee / account holder | $20,703 | $6,627+212.4% | $20,388+1.5% | $8,951+131.3% |