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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 | $756,328 | $106,749+608.5% | $145,433+420.1% | $82,448+817.3% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 13.86% | 27.59%-13.7pp | 66.58%-52.7pp | 41.64%-27.8pp |
| Employer contribution / active EE | $3,485 | $3,444+1.2% | $4,554-23.5% | $2,551+36.6% |
| Participant deferral / active EE | $8,440 | $6,519+29.5% | $7,897+6.9% | $4,139+103.9% |
| Admin fee / account holder | $7,874 | $8,390-6.1% | $13,129-40.0% | $7,234+8.8% |