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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 | $106,864+344.7% | $147,318+222.6% | $82,637+475.0% |
| Participation rate | 95.2% | 75.5%+19.7pp | 82.1%+13.2pp | 68.1%+27.2pp |
| Annual return | 13.68% | 27.49%-13.8pp | 70.43%-56.7pp | 53.51%-39.8pp |
| Employer contribution / active EE | $6,568 | $3,417+92.2% | $4,593+43.0% | $2,552+157.4% |
| Participant deferral / active EE | $5,259 | $6,496-19.0% | $7,906-33.5% | $4,126+27.5% |
| Admin fee / account holder | $21,723 | $8,415+158.1% | $13,708+58.5% | $7,339+196.0% |