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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 | $256,444 | $106,524+140.7% | $152,301+68.4% | $87,485+193.1% |
| Participation rate | 98.6% | 75.8%+22.8pp | 82.4%+16.1pp | 68.9%+29.7pp |
| Annual return | 12.27% | 26.89%-14.6pp | 80.50%-68.2pp | 26.06%-13.8pp |
| Employer contribution / active EE | $2,288 | $3,371-32.1% | $4,624-50.5% | $2,596-11.9% |
| Participant deferral / active EE | $8,990 | $6,525+37.8% | $8,004+12.3% | $4,274+110.4% |
| Admin fee / account holder | $23,545 | $8,287+184.1% | $14,398+63.5% | $7,775+202.8% |