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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 | $516,234 | $106,524+384.6% | $152,301+239.0% | $87,485+490.1% |
| Participation rate | 97.7% | 75.8%+21.9pp | 82.4%+15.2pp | 68.9%+28.7pp |
| Annual return | 5.44% | 26.89%-21.4pp | 80.50%-75.1pp | 26.06%-20.6pp |
| Employer contribution / active EE | $20,739 | $3,371+515.2% | $4,624+348.5% | $2,596+698.8% |
| Participant deferral / active EE | $15,341 | $6,525+135.1% | $8,004+91.7% | $4,274+259.0% |
| Admin fee / account holder | $10,846 | $8,287+30.9% | $14,398-24.7% | $7,775+39.5% |