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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 | $312,799 | $97,550+220.7% | $120,344+159.9% | $87,485+257.5% |
| Participation rate | 95.9% | 72.8%+23.1pp | 76.7%+19.2pp | 68.9%+27.0pp |
| Annual return | 10.41% | 18.41%-8.0pp | 20.30%-9.9pp | 26.06%-15.6pp |
| Employer contribution / active EE | $8,230 | $2,291+259.3% | $3,020+172.5% | $2,596+217.0% |
| Participant deferral / active EE | $8,296 | $4,230+96.1% | $5,135+61.6% | $4,274+94.1% |
| Admin fee / account holder | $3,466 | $9,543-63.7% | $12,742-72.8% | $7,775-55.4% |