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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 | $270,189 | $106,524+153.6% | $152,301+77.4% | $87,485+208.8% |
| Participation rate | 95.6% | 75.8%+19.8pp | 82.4%+13.1pp | 68.9%+26.6pp |
| Annual return | 10.64% | 26.89%-16.3pp | 80.50%-69.9pp | 26.06%-15.4pp |
| Employer contribution / active EE | $5,100 | $3,371+51.3% | $4,624+10.3% | $2,596+96.4% |
| Participant deferral / active EE | $9,882 | $6,525+51.5% | $8,004+23.5% | $4,274+131.2% |
| Admin fee / account holder | $41,060 | $8,287+395.5% | $14,398+185.2% | $7,775+428.1% |