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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 | $250,904 | $106,749+135.0% | $145,433+72.5% | $82,448+204.3% |
| Participation rate | 94.4% | 75.6%+18.8pp | 82.1%+12.3pp | 68.1%+26.4pp |
| Annual return | 13.16% | 27.59%-14.4pp | 66.58%-53.4pp | 41.64%-28.5pp |
| Employer contribution / active EE | $3,134 | $3,444-9.0% | $4,554-31.2% | $2,551+22.8% |
| Participant deferral / active EE | $7,635 | $6,519+17.1% | $7,897-3.3% | $4,139+84.4% |
| Admin fee / account holder | $21,740 | $8,390+159.1% | $13,129+65.6% | $7,234+200.5% |