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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 | $106,864+201.9% | $147,318+119.0% | $82,637+290.4% |
| Participation rate | 93.5% | 75.5%+18.0pp | 82.1%+11.4pp | 68.1%+25.4pp |
| Annual return | 14.12% | 27.49%-13.4pp | 70.43%-56.3pp | 53.51%-39.4pp |
| Employer contribution / active EE | $7,185 | $3,417+110.3% | $4,593+56.4% | $2,552+181.5% |
| Participant deferral / active EE | $12,683 | $6,496+95.3% | $7,906+60.4% | $4,126+207.4% |
| Admin fee / account holder | $5,551 | $8,415-34.0% | $13,708-59.5% | $7,339-24.4% |