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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 | $254,319 | $97,550+160.7% | $120,344+111.3% | $87,485+190.7% |
| Participation rate | 85.5% | 72.8%+12.6pp | 76.7%+8.7pp | 68.9%+16.5pp |
| Annual return | 7.43% | 18.41%-11.0pp | 20.30%-12.9pp | 26.06%-18.6pp |
| Employer contribution / active EE | $4,818 | $2,291+110.3% | $3,020+59.5% | $2,596+85.6% |
| Participant deferral / active EE | $8,878 | $4,230+109.9% | $5,135+72.9% | $4,274+107.7% |
| Admin fee / account holder | $59,160 | $9,543+520.0% | $12,742+364.3% | $7,775+660.9% |