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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 | $106,749+140.2% | $145,433+76.3% | $82,448+211.0% |
| Participation rate | 98.6% | 75.6%+22.9pp | 82.1%+16.5pp | 68.1%+30.5pp |
| Annual return | 12.27% | 27.59%-15.3pp | 66.58%-54.3pp | 41.64%-29.4pp |
| Employer contribution / active EE | $2,288 | $3,444-33.6% | $4,554-49.8% | $2,551-10.3% |
| Participant deferral / active EE | $8,990 | $6,519+37.9% | $7,897+13.8% | $4,139+117.2% |
| Admin fee / account holder | $23,545 | $8,390+180.6% | $13,129+79.3% | $7,234+225.5% |