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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 | $250,788 | $106,749+134.9% | $145,433+72.4% | $82,448+204.2% |
| Participation rate | 96.9% | 75.6%+21.2pp | 82.1%+14.8pp | 68.1%+28.8pp |
| Annual return | 14.19% | 27.59%-13.4pp | 66.58%-52.4pp | 41.64%-27.4pp |
| Employer contribution / active EE | $2,032 | $3,444-41.0% | $4,554-55.4% | $2,551-20.3% |
| Participant deferral / active EE | $15,020 | $6,519+130.4% | $7,897+90.2% | $4,139+262.9% |
| Admin fee / account holder | $29,757 | $8,390+254.7% | $13,129+126.7% | $7,234+311.3% |