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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 | $106,864+140.0% | $147,318+74.1% | $82,637+210.3% |
| Participation rate | 98.6% | 75.5%+23.1pp | 82.1%+16.5pp | 68.1%+30.5pp |
| Annual return | 12.27% | 27.49%-15.2pp | 70.43%-58.2pp | 53.51%-41.2pp |
| Employer contribution / active EE | $2,288 | $3,417-33.0% | $4,593-50.2% | $2,552-10.3% |
| Participant deferral / active EE | $8,990 | $6,496+38.4% | $7,906+13.7% | $4,126+117.9% |
| Admin fee / account holder | $23,545 | $8,415+179.8% | $13,708+71.8% | $7,339+220.8% |