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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 | $106,864+245.5% | $147,318+150.7% | $82,637+346.8% |
| Participation rate | 96.4% | 75.5%+20.9pp | 82.1%+14.4pp | 68.1%+28.4pp |
| Annual return | 12.71% | 27.49%-14.8pp | 70.43%-57.7pp | 53.51%-40.8pp |
| Employer contribution / active EE | $10,168 | $3,417+197.6% | $4,593+121.4% | $2,552+298.4% |
| Participant deferral / active EE | $11,358 | $6,496+74.9% | $7,906+43.7% | $4,126+175.3% |
| Admin fee / account holder | $88,009 | $8,415+945.9% | $13,708+542.0% | $7,339+1099.2% |