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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 | $107,421+138.7% | $182,262+40.7% | $94,015+172.8% |
| Participation rate | 98.6% | 77.8%+20.8pp | 84.2%+14.4pp | 70.8%+27.8pp |
| Annual return | 12.27% | 21.32%-9.1pp | 140.60%-128.3pp | 17.84%-5.6pp |
| Employer contribution / active EE | $2,288 | $3,448-33.6% | $5,046-54.7% | $2,790-18.0% |
| Participant deferral / active EE | $8,990 | $6,558+37.1% | $8,276+8.6% | $4,249+111.6% |
| Admin fee / account holder | $23,545 | $8,692+170.9% | $16,712+40.9% | $8,951+163.0% |