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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 | $504,377 | $106,749+372.5% | $145,433+246.8% | $82,448+511.8% |
| Participation rate | 96.8% | 75.6%+21.1pp | 82.1%+14.7pp | 68.1%+28.7pp |
| Annual return | 11.40% | 27.59%-16.2pp | 66.58%-55.2pp | 41.64%-30.2pp |
| Employer contribution / active EE | $4,906 | $3,444+42.4% | $4,554+7.7% | $2,551+92.3% |
| Participant deferral / active EE | $7,212 | $6,519+10.6% | $7,897-8.7% | $4,139+74.2% |
| Admin fee / account holder | $16,601 | $8,390+97.9% | $13,129+26.4% | $7,234+129.5% |