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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 | $305,353 | $86,938+251.2% | $102,423+198.1% | $80,925+277.3% |
| Participation rate | 97.3% | 72.4%+24.9pp | 76.5%+20.8pp | 67.7%+29.6pp |
| Annual return | 5.61% | 18.89%-13.3pp | 29.42%-23.8pp | 35.65%-30.0pp |
| Employer contribution / active EE | $9,224 | $2,369+289.3% | $3,023+205.1% | $2,756+234.6% |
| Participant deferral / active EE | $16,005 | $4,120+288.4% | $5,054+216.7% | $4,299+272.3% |
| Admin fee / account holder | $21,956 | $8,053+172.7% | $9,455+132.2% | $6,940+216.4% |