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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 | $475,204 | $106,524+346.1% | $152,301+212.0% | $87,485+443.2% |
| Participation rate | 95.2% | 75.8%+19.5pp | 82.4%+12.8pp | 68.9%+26.3pp |
| Annual return | 13.68% | 26.89%-13.2pp | 80.50%-66.8pp | 26.06%-12.4pp |
| Employer contribution / active EE | $6,568 | $3,371+94.8% | $4,624+42.0% | $2,596+153.0% |
| Participant deferral / active EE | $5,259 | $6,525-19.4% | $8,004-34.3% | $4,274+23.1% |
| Admin fee / account holder | $21,723 | $8,287+162.1% | $14,398+50.9% | $7,775+179.4% |