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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 | $489,359 | $106,749+358.4% | $145,433+236.5% | $82,448+493.5% |
| Participation rate | 96.7% | 75.6%+21.0pp | 82.1%+14.5pp | 68.1%+28.6pp |
| Annual return | 13.56% | 27.59%-14.0pp | 66.58%-53.0pp | 41.64%-28.1pp |
| Employer contribution / active EE | $2,636 | $3,444-23.5% | $4,554-42.1% | $2,551+3.3% |
| Participant deferral / active EE | $13,740 | $6,519+110.8% | $7,897+74.0% | $4,139+231.9% |
| Admin fee / account holder | $115,705 | $8,390+1279.1% | $13,129+781.3% | $7,234+1499.4% |