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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 | $383,866 | $106,749+259.6% | $145,433+163.9% | $82,448+365.6% |
| Participation rate | 92.9% | 75.6%+17.2pp | 82.1%+10.7pp | 68.1%+24.8pp |
| Annual return | 4.87% | 27.59%-22.7pp | 66.58%-61.7pp | 41.64%-36.8pp |
| Employer contribution / active EE | $5,271 | $3,444+53.0% | $4,554+15.7% | $2,551+106.6% |
| Participant deferral / active EE | $11,152 | $6,519+71.1% | $7,897+41.2% | $4,139+169.4% |
| Admin fee / account holder | $3,447 | $8,390-58.9% | $13,129-73.7% | $7,234-52.4% |