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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 | $395,193 | $106,749+270.2% | $145,433+171.7% | $82,448+379.3% |
| Participation rate | 83.3% | 75.6%+7.7pp | 82.1%+1.2pp | 68.1%+15.3pp |
| Annual return | 13.67% | 27.59%-13.9pp | 66.58%-52.9pp | 41.64%-28.0pp |
| Employer contribution / active EE | $2,357 | $3,444-31.6% | $4,554-48.2% | $2,551-7.6% |
| Participant deferral / active EE | $10,399 | $6,519+59.5% | $7,897+31.7% | $4,139+151.2% |
| Admin fee / account holder | $43,216 | $8,390+415.1% | $13,129+229.2% | $7,234+497.4% |