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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 | $412,116 | $106,524+286.9% | $152,301+170.6% | $87,485+371.1% |
| Participation rate | 82.8% | 75.8%+7.0pp | 82.4%+0.3pp | 68.9%+13.8pp |
| Annual return | 14.05% | 26.89%-12.8pp | 80.50%-66.4pp | 26.06%-12.0pp |
| Employer contribution / active EE | $8,313 | $3,371+146.6% | $4,624+79.8% | $2,596+220.2% |
| Participant deferral / active EE | $7,089 | $6,525+8.6% | $8,004-11.4% | $4,274+65.9% |
| Admin fee / account holder | $29,294 | $8,287+253.5% | $14,398+103.5% | $7,775+276.8% |