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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 | $275,534 | $64,359+328.1% | $90,161+205.6% | $70,126+292.9% |
| Participation rate | 81.3% | 70.4%+10.8pp | 76.9%+4.4pp | 69.5%+11.7pp |
| Annual return | 12.67% | 28.13%-15.5pp | 34.89%-22.2pp | 73.15%-60.5pp |
| Employer contribution / active EE | $3,548 | $2,046+73.5% | $3,318+6.9% | $2,343+51.5% |
| Participant deferral / active EE | $7,873 | $4,389+79.4% | $5,287+48.9% | $3,332+136.3% |
| Admin fee / account holder | $9,999 | $3,945+153.5% | $5,943+68.2% | $4,645+115.2% |