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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 | $338,850 | $106,524+218.1% | $152,301+122.5% | $87,485+287.3% |
| Participation rate | 83.9% | 75.8%+8.1pp | 82.4%+1.4pp | 68.9%+14.9pp |
| Annual return | 13.48% | 26.89%-13.4pp | 80.50%-67.0pp | 26.06%-12.6pp |
| Employer contribution / active EE | $5,551 | $3,371+64.7% | $4,624+20.0% | $2,596+113.8% |
| Participant deferral / active EE | $12,974 | $6,525+98.8% | $8,004+62.1% | $4,274+203.6% |
| Admin fee / account holder | $70,517 | $8,287+751.0% | $14,398+389.8% | $7,775+807.0% |