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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 | $250,932 | $106,749+135.1% | $145,433+72.5% | $82,448+204.4% |
| Participation rate | 84.0% | 75.6%+8.4pp | 82.1%+1.9pp | 68.1%+15.9pp |
| Annual return | 12.02% | 27.59%-15.6pp | 66.58%-54.6pp | 41.64%-29.6pp |
| Employer contribution / active EE | $3,000 | $3,444-12.9% | $4,554-34.1% | $2,551+17.6% |
| Participant deferral / active EE | $11,516 | $6,519+76.7% | $7,897+45.8% | $4,139+178.2% |
| Admin fee / account holder | $25,999 | $8,390+209.9% | $13,129+98.0% | $7,234+259.4% |