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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 | $99,875+405.0% | $146,866+243.4% | $86,983+479.9% |
| Participation rate | 96.8% | 75.8%+21.0pp | 82.5%+14.3pp | 69.5%+27.2pp |
| Annual return | 11.40% | 28.10%-16.7pp | 102.85%-91.5pp | 25.83%-14.4pp |
| Employer contribution / active EE | $4,906 | $3,224+52.2% | $4,425+10.9% | $2,584+89.8% |
| Participant deferral / active EE | $7,212 | $6,322+14.1% | $7,759-7.0% | $4,194+72.0% |
| Admin fee / account holder | $16,601 | $7,838+111.8% | $13,620+21.9% | $7,856+111.3% |