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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 | $282,826 | $94,436+199.5% | $115,599+144.7% | $82,637+242.3% |
| Participation rate | 95.5% | 70.4%+25.0pp | 74.3%+21.2pp | 68.1%+27.4pp |
| Annual return | 6.30% | 18.37%-12.1pp | 111.10%-104.8pp | 53.51%-47.2pp |
| Employer contribution / active EE | $2,054 | $2,324-11.6% | $2,955-30.5% | $2,552-19.5% |
| Participant deferral / active EE | $10,764 | $3,955+172.2% | $4,889+120.1% | $4,126+160.9% |
| Admin fee / account holder | $22,019 | $10,328+113.2% | $12,841+71.5% | $7,339+200.0% |