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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 | $297,058 | $97,550+204.5% | $120,344+146.8% | $87,485+239.6% |
| Participation rate | 87.2% | 72.8%+14.4pp | 76.7%+10.5pp | 68.9%+18.2pp |
| Annual return | 10.35% | 18.41%-8.1pp | 20.30%-10.0pp | 26.06%-15.7pp |
| Employer contribution / active EE | $12,540 | $2,291+447.4% | $3,020+315.2% | $2,596+383.0% |
| Participant deferral / active EE | $8,101 | $4,230+91.5% | $5,135+57.8% | $4,274+89.6% |
| Admin fee / account holder | $58,048 | $9,543+508.3% | $12,742+355.6% | $7,775+646.6% |