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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 | $382,370 | $115,931+229.8% | $185,441+106.2% | $86,983+339.6% |
| Participation rate | 88.9% | 73.6%+15.3pp | 80.3%+8.6pp | 69.5%+19.3pp |
| Annual return | 6.10% | 21.47%-15.4pp | 20.16%-14.1pp | 25.83%-19.7pp |
| Employer contribution / active EE | $15,809 | $2,937+438.3% | $4,672+238.4% | $2,584+511.7% |
| Participant deferral / active EE | $6,057 | $4,551+33.1% | $6,152-1.5% | $4,194+44.4% |
| Admin fee / account holder | $245,985 | $10,687+2201.8% | $17,890+1275.0% | $7,856+3031.2% |