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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 | $309,536 | $89,367+246.4% | $141,191+119.2% | $72,975+324.2% |
| Participation rate | 96.2% | 75.1%+21.0pp | 82.5%+13.7pp | 69.5%+26.7pp |
| Annual return | 18.73% | 111.87%-93.1pp | 71.41%-52.7pp | 81.01%-62.3pp |
| Employer contribution / active EE | $4,926 | $3,115+58.1% | $4,736+4.0% | $2,440+101.9% |
| Participant deferral / active EE | $5,360 | $5,419-1.1% | $6,710-20.1% | $3,608+48.6% |
| Admin fee / account holder | $2,552 | $5,957-57.1% | $10,264-75.1% | $5,124-50.2% |