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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 | $95,404+211.4% | $113,397+162.0% | $82,637+259.5% |
| Participation rate | 87.2% | 72.8%+14.4pp | 76.5%+10.7pp | 68.1%+19.1pp |
| Annual return | 10.35% | 19.08%-8.7pp | 23.20%-12.9pp | 53.51%-43.2pp |
| Employer contribution / active EE | $12,540 | $2,307+443.7% | $2,977+321.2% | $2,552+391.4% |
| Participant deferral / active EE | $8,101 | $4,220+92.0% | $5,076+59.6% | $4,126+96.3% |
| Admin fee / account holder | $58,048 | $9,168+533.1% | $11,957+385.5% | $7,339+691.0% |