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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 | $86,949+251.2% | $102,460+198.0% | $80,959+277.2% |
| Participation rate | 97.3% | 72.4%+24.9pp | 76.5%+20.8pp | 67.7%+29.6pp |
| Annual return | 5.61% | 18.89%-13.3pp | 29.47%-23.9pp | 35.67%-30.1pp |
| Employer contribution / active EE | $9,224 | $2,370+289.2% | $3,025+204.9% | $2,757+234.5% |
| Participant deferral / active EE | $16,005 | $4,121+288.4% | $5,056+216.5% | $4,300+272.2% |
| Admin fee / account holder | $21,956 | $8,048+172.8% | $9,460+132.1% | $6,925+217.0% |