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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 | $383,062 | $84,236+354.7% | $170,435+124.8% | $70,126+446.2% |
| Participation rate | 96.3% | 70.8%+25.5pp | 83.6%+12.7pp | 69.5%+26.8pp |
| Annual return | 9.91% | 23.06%-13.1pp | 205.94%-196.0pp | 73.15%-63.2pp |
| Employer contribution / active EE | $1,395 | $3,387-58.8% | $5,432-74.3% | $2,343-40.5% |
| Participant deferral / active EE | $3,234 | $3,086+4.8% | $4,939-34.5% | $3,332-2.9% |
| Admin fee / account holder | $14,637 | $5,698+156.9% | $13,881+5.4% | $4,645+215.1% |