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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 | $318,179 | $106,749+198.1% | $145,433+118.8% | $82,448+285.9% |
| Participation rate | 96.4% | 75.6%+20.7pp | 82.1%+14.2pp | 68.1%+28.3pp |
| Annual return | 13.25% | 27.59%-14.3pp | 66.58%-53.3pp | 41.64%-28.4pp |
| Employer contribution / active EE | $3,892 | $3,444+13.0% | $4,554-14.6% | $2,551+52.6% |
| Participant deferral / active EE | $7,186 | $6,519+10.2% | $7,897-9.0% | $4,139+73.6% |
| Admin fee / account holder | $38,884 | $8,390+363.5% | $13,129+196.2% | $7,234+437.5% |