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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 | $106,524+293.2% | $152,301+175.0% | $87,485+378.8% |
| Participation rate | 92.9% | 75.8%+17.1pp | 82.4%+10.4pp | 68.9%+23.9pp |
| Annual return | 10.96% | 26.89%-15.9pp | 80.50%-69.5pp | 26.06%-15.1pp |
| Employer contribution / active EE | $7,090 | $3,371+110.3% | $4,624+53.3% | $2,596+173.1% |
| Participant deferral / active EE | $0 | $6,525-100.0% | $8,004-100.0% | $4,274-100.0% |
| Admin fee / account holder | $11,506 | $8,287+38.8% | $14,398-20.1% | $7,775+48.0% |