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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 | $379,783 | $106,864+255.4% | $147,318+157.8% | $82,637+359.6% |
| Participation rate | 98.3% | 75.5%+22.8pp | 82.1%+16.2pp | 68.1%+30.3pp |
| Annual return | 13.64% | 27.49%-13.8pp | 70.43%-56.8pp | 53.51%-39.9pp |
| Employer contribution / active EE | $16,098 | $3,417+371.2% | $4,593+250.5% | $2,552+530.8% |
| Participant deferral / active EE | $7,725 | $6,496+18.9% | $7,906-2.3% | $4,126+87.2% |
| Admin fee / account holder | $47,000 | $8,415+458.5% | $13,708+242.9% | $7,339+540.4% |