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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 | $95,453+227.7% | $112,040+179.2% | $82,448+279.4% |
| Participation rate | 95.9% | 72.8%+23.2pp | 76.5%+19.4pp | 68.1%+27.9pp |
| Annual return | 10.41% | 23.92%-13.5pp | 24.52%-14.1pp | 41.64%-31.2pp |
| Employer contribution / active EE | $8,230 | $2,318+255.1% | $2,954+178.6% | $2,551+222.6% |
| Participant deferral / active EE | $8,296 | $4,224+96.4% | $5,098+62.7% | $4,139+100.4% |
| Admin fee / account holder | $3,466 | $9,013-61.5% | $12,098-71.4% | $7,234-52.1% |