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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 | $287,128 | $93,598+206.8% | $135,974+111.2% | $75,173+282.0% |
| Participation rate | 95.7% | 75.2%+20.5pp | 81.9%+13.7pp | 67.2%+28.4pp |
| Annual return | 14.70% | 30.89%-16.2pp | 68.30%-53.6pp | 160.72%-146.0pp |
| Employer contribution / active EE | $2,987 | $3,538-15.6% | $4,859-38.5% | $2,671+11.9% |
| Participant deferral / active EE | $10,584 | $6,405+65.2% | $7,760+36.4% | $4,126+156.5% |
| Admin fee / account holder | $5,115 | $6,978-26.7% | $10,767-52.5% | $5,651-9.5% |