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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 | $369,263 | $106,749+245.9% | $145,433+153.9% | $82,448+347.9% |
| Participation rate | 96.4% | 75.6%+20.8pp | 82.1%+14.3pp | 68.1%+28.4pp |
| Annual return | 12.71% | 27.59%-14.9pp | 66.58%-53.9pp | 41.64%-28.9pp |
| Employer contribution / active EE | $10,168 | $3,444+195.2% | $4,554+123.2% | $2,551+298.6% |
| Participant deferral / active EE | $11,358 | $6,519+74.2% | $7,897+43.8% | $4,139+174.4% |
| Admin fee / account holder | $88,009 | $8,390+949.0% | $13,129+570.3% | $7,234+1116.5% |