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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 | $302,422 | $63,355+377.3% | $91,994+228.7% | $72,983+314.4% |
| Participation rate | 85.7% | 72.5%+13.2pp | 78.6%+7.1pp | 69.5%+16.2pp |
| Annual return | 17.22% | 35.35%-18.1pp | 69.03%-51.8pp | 81.01%-63.8pp |
| Employer contribution / active EE | $4,123 | $2,116+94.9% | $3,452+19.4% | $2,440+69.0% |
| Participant deferral / active EE | $9,040 | $4,883+85.1% | $5,923+52.6% | $3,608+150.6% |
| Admin fee / account holder | $24,602 | $4,668+427.0% | $7,743+217.7% | $5,124+380.1% |