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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 | $106,524+359.4% | $152,301+221.3% | $87,485+459.4% |
| Participation rate | 96.7% | 75.8%+20.9pp | 82.4%+14.2pp | 68.9%+27.7pp |
| Annual return | 13.56% | 26.89%-13.3pp | 80.50%-66.9pp | 26.06%-12.5pp |
| Employer contribution / active EE | $2,636 | $3,371-21.8% | $4,624-43.0% | $2,596+1.5% |
| Participant deferral / active EE | $13,740 | $6,525+110.6% | $8,004+71.7% | $4,274+221.5% |
| Admin fee / account holder | $115,705 | $8,287+1296.3% | $14,398+703.6% | $7,775+1388.2% |