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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 | $504,437 | $106,524+373.5% | $152,301+231.2% | $87,485+476.6% |
| Participation rate | 97.6% | 75.8%+21.9pp | 82.4%+15.2pp | 68.9%+28.7pp |
| Annual return | 13.53% | 26.89%-13.4pp | 80.50%-67.0pp | 26.06%-12.5pp |
| Employer contribution / active EE | $6,168 | $3,371+83.0% | $4,624+33.4% | $2,596+137.6% |
| Participant deferral / active EE | $9,722 | $6,525+49.0% | $8,004+21.5% | $4,274+127.5% |
| Admin fee / account holder | $19,583 | $8,287+136.3% | $14,398+36.0% | $7,775+151.9% |