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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 | $338,318 | $90,400+274.2% | $186,193+81.7% | $87,485+286.7% |
| Participation rate | 95.0% | 66.2%+28.8pp | 77.1%+17.9pp | 68.9%+26.1pp |
| Annual return | 12.14% | 22.15%-10.0pp | 78.03%-65.9pp | 26.06%-13.9pp |
| Employer contribution / active EE | $11,059 | $2,170+409.5% | $3,918+182.2% | $2,596+326.0% |
| Participant deferral / active EE | $12,527 | $4,330+189.3% | $6,513+92.3% | $4,274+193.1% |
| Admin fee / account holder | $14,938 | $8,673+72.2% | $11,058+35.1% | $7,775+92.1% |