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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 | $305,314 | $106,749+186.0% | $145,433+109.9% | $82,448+270.3% |
| Participation rate | 97.1% | 75.6%+21.4pp | 82.1%+14.9pp | 68.1%+29.0pp |
| Annual return | 9.57% | 27.59%-18.0pp | 66.58%-57.0pp | 41.64%-32.1pp |
| Employer contribution / active EE | $10,518 | $3,444+205.4% | $4,554+130.9% | $2,551+312.3% |
| Participant deferral / active EE | $10,038 | $6,519+54.0% | $7,897+27.1% | $4,139+142.5% |
| Admin fee / account holder | $6,571 | $8,390-21.7% | $13,129-50.0% | $7,234-9.2% |