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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 | $397,110 | $106,749+272.0% | $145,433+173.1% | $82,448+381.6% |
| Participation rate | 92.6% | 75.6%+16.9pp | 82.1%+10.5pp | 68.1%+24.5pp |
| Annual return | 14.13% | 27.59%-13.5pp | 66.58%-52.4pp | 41.64%-27.5pp |
| Employer contribution / active EE | $6,667 | $3,444+93.6% | $4,554+46.4% | $2,551+161.4% |
| Participant deferral / active EE | $9,943 | $6,519+52.5% | $7,897+25.9% | $4,139+140.2% |
| Admin fee / account holder | $3,050 | $8,390-63.6% | $13,129-76.8% | $7,234-57.8% |