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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 | $296,381 | $106,524+178.2% | $152,301+94.6% | $87,485+238.8% |
| Participation rate | 92.0% | 75.8%+16.2pp | 82.4%+9.6pp | 68.9%+23.1pp |
| Annual return | 13.11% | 26.89%-13.8pp | 80.50%-67.4pp | 26.06%-13.0pp |
| Employer contribution / active EE | $3,149 | $3,371-6.6% | $4,624-31.9% | $2,596+21.3% |
| Participant deferral / active EE | $9,317 | $6,525+42.8% | $8,004+16.4% | $4,274+118.0% |
| Admin fee / account holder | $109,363 | $8,287+1219.7% | $14,398+659.6% | $7,775+1306.6% |