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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 | $275,812 | $106,749+158.4% | $145,433+89.6% | $82,448+234.5% |
| Participation rate | 97.1% | 75.6%+21.5pp | 82.1%+15.0pp | 68.1%+29.1pp |
| Annual return | 13.61% | 27.59%-14.0pp | 66.58%-53.0pp | 41.64%-28.0pp |
| Employer contribution / active EE | $4,235 | $3,444+23.0% | $4,554-7.0% | $2,551+66.0% |
| Participant deferral / active EE | $11,610 | $6,519+78.1% | $7,897+47.0% | $4,139+180.5% |
| Admin fee / account holder | $844 | $8,390-89.9% | $13,129-93.6% | $7,234-88.3% |