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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 | $387,861 | $106,749+263.3% | $145,433+166.7% | $82,448+370.4% |
| Participation rate | 88.5% | 75.6%+12.8pp | 82.1%+6.3pp | 68.1%+20.4pp |
| Annual return | 11.65% | 27.59%-15.9pp | 66.58%-54.9pp | 41.64%-30.0pp |
| Employer contribution / active EE | $7,885 | $3,444+128.9% | $4,554+73.1% | $2,551+209.1% |
| Participant deferral / active EE | $17,067 | $6,519+161.8% | $7,897+116.1% | $4,139+312.3% |
| Admin fee / account holder | $1,670 | $8,390-80.1% | $13,129-87.3% | $7,234-76.9% |