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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 | $322,652 | $106,749+202.3% | $145,433+121.9% | $82,448+291.3% |
| Participation rate | 93.5% | 75.6%+17.8pp | 82.1%+11.4pp | 68.1%+25.4pp |
| Annual return | 14.12% | 27.59%-13.5pp | 66.58%-52.5pp | 41.64%-27.5pp |
| Employer contribution / active EE | $7,185 | $3,444+108.6% | $4,554+57.8% | $2,551+181.7% |
| Participant deferral / active EE | $12,683 | $6,519+94.6% | $7,897+60.6% | $4,139+206.4% |
| Admin fee / account holder | $5,551 | $8,390-33.8% | $13,129-57.7% | $7,234-23.3% |