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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 | $123,478+539.1% | $216,567+264.4% | $94,015+739.3% |
| Participation rate | 96.0% | 75.1%+20.9pp | 81.6%+14.4pp | 70.8%+25.2pp |
| Annual return | 9.60% | 23.61%-14.0pp | 12.94%-3.3pp | 17.84%-8.2pp |
| Employer contribution / active EE | $5,279 | $3,136+68.4% | $5,216+1.2% | $2,790+89.2% |
| Participant deferral / active EE | $7,013 | $4,556+53.9% | $6,191+13.3% | $4,249+65.0% |
| Admin fee / account holder | $8,043 | $12,753-36.9% | $21,981-63.4% | $8,951-10.2% |