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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 | $442,733 | $106,864+314.3% | $147,318+200.5% | $82,637+435.8% |
| Participation rate | 80.0% | 75.5%+4.5pp | 82.1%-2.1pp | 68.1%+11.9pp |
| Annual return | 10.95% | 27.49%-16.5pp | 70.43%-59.5pp | 53.51%-42.6pp |
| Employer contribution / active EE | $7,362 | $3,417+115.5% | $4,593+60.3% | $2,552+188.5% |
| Participant deferral / active EE | $6,273 | $6,496-3.4% | $7,906-20.7% | $4,126+52.0% |
| Admin fee / account holder | $43,186 | $8,415+413.2% | $13,708+215.1% | $7,339+488.5% |