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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 | $418,881 | $106,749+292.4% | $145,433+188.0% | $82,448+408.1% |
| Participation rate | 92.9% | 75.6%+17.2pp | 82.1%+10.7pp | 68.1%+24.8pp |
| Annual return | 10.96% | 27.59%-16.6pp | 66.58%-55.6pp | 41.64%-30.7pp |
| Employer contribution / active EE | $7,090 | $3,444+105.8% | $4,554+55.7% | $2,551+177.9% |
| Participant deferral / active EE | $0 | $6,519-100.0% | $7,897-100.0% | $4,139-100.0% |
| Admin fee / account holder | $11,506 | $8,390+37.1% | $13,129-12.4% | $7,234+59.0% |