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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 | $277,643 | $106,524+160.6% | $152,301+82.3% | $87,485+217.4% |
| Participation rate | 93.3% | 75.8%+17.6pp | 82.4%+10.9pp | 68.9%+24.4pp |
| Annual return | 12.73% | 26.89%-14.2pp | 80.50%-67.8pp | 26.06%-13.3pp |
| Employer contribution / active EE | $3,123 | $3,371-7.4% | $4,624-32.5% | $2,596+20.3% |
| Participant deferral / active EE | $9,772 | $6,525+49.8% | $8,004+22.1% | $4,274+128.7% |
| Admin fee / account holder | $74,431 | $8,287+798.2% | $14,398+417.0% | $7,775+857.3% |