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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 | $363,338 | $161,352+125.2% | $134,172+170.8% | $137,256+164.7% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 7.12% | 28.72%-21.6pp | 25.30%-18.2pp | 220.34%-213.2pp |
| Employer contribution / active EE | $8,296 | $4,099+102.4% | $3,420+142.6% | $4,156+99.6% |
| Participant deferral / active EE | $17,273 | $5,552+211.1% | $4,690+268.3% | $6,407+169.6% |
| Admin fee / account holder | $4,551 | $15,028-69.7% | $12,016-62.1% | $12,270-62.9% |