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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 | $789,109 | $114,712+587.9% | $173,730+354.2% | $87,485+802.0% |
| Participation rate | 96.0% | 73.0%+23.0pp | 79.6%+16.4pp | 68.9%+27.1pp |
| Annual return | 9.60% | 20.18%-10.6pp | 19.96%-10.4pp | 26.06%-16.5pp |
| Employer contribution / active EE | $5,279 | $2,904+81.8% | $4,577+15.3% | $2,596+103.3% |
| Participant deferral / active EE | $7,013 | $4,642+51.1% | $6,326+10.8% | $4,274+64.1% |
| Admin fee / account holder | $8,043 | $10,210-21.2% | $17,523-54.1% | $7,775+3.4% |