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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 | $425,563 | $106,749+298.7% | $145,433+192.6% | $82,448+416.2% |
| Participation rate | 91.3% | 75.6%+15.6pp | 82.1%+9.1pp | 68.1%+23.2pp |
| Annual return | 13.26% | 27.59%-14.3pp | 66.58%-53.3pp | 41.64%-28.4pp |
| Employer contribution / active EE | $3,012 | $3,444-12.5% | $4,554-33.9% | $2,551+18.1% |
| Participant deferral / active EE | $14,262 | $6,519+118.8% | $7,897+80.6% | $4,139+244.5% |
| Admin fee / account holder | $20,033 | $8,390+138.8% | $13,129+52.6% | $7,234+176.9% |