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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 | $95,453+211.2% | $112,040+165.1% | $82,448+260.3% |
| Participation rate | 87.2% | 72.8%+14.4pp | 76.5%+10.7pp | 68.1%+19.1pp |
| Annual return | 10.35% | 23.92%-13.6pp | 24.52%-14.2pp | 41.64%-31.3pp |
| Employer contribution / active EE | $12,540 | $2,318+441.1% | $2,954+324.5% | $2,551+391.6% |
| Participant deferral / active EE | $8,101 | $4,224+91.8% | $5,098+58.9% | $4,139+95.7% |
| Admin fee / account holder | $58,048 | $9,013+544.0% | $12,098+379.8% | $7,234+702.4% |