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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 | $272,607 | $96,731+181.8% | $123,973+119.9% | $86,983+213.4% |
| Participation rate | 96.8% | 70.0%+26.8pp | 76.7%+20.1pp | 69.5%+27.2pp |
| Annual return | 5.61% | 17.33%-11.7pp | 388.13%-382.5pp | 25.83%-20.2pp |
| Employer contribution / active EE | $5,171 | $3,297+56.8% | $4,126+25.3% | $2,584+100.1% |
| Participant deferral / active EE | $11,319 | $4,152+172.6% | $5,247+115.7% | $4,194+169.9% |
| Admin fee / account holder | $1,384 | $8,722-84.1% | $11,799-88.3% | $7,856-82.4% |