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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 | $345,859 | $106,749+224.0% | $145,433+137.8% | $82,448+319.5% |
| Participation rate | 87.9% | 75.6%+12.2pp | 82.1%+5.8pp | 68.1%+19.8pp |
| Annual return | 9.62% | 27.59%-18.0pp | 66.58%-57.0pp | 41.64%-32.0pp |
| Employer contribution / active EE | $11,536 | $3,444+234.9% | $4,554+153.3% | $2,551+352.2% |
| Participant deferral / active EE | $14,916 | $6,519+128.8% | $7,897+88.9% | $4,139+260.4% |
| Admin fee / account holder | $5,819 | $8,390-30.6% | $13,129-55.7% | $7,234-19.6% |