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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 | $257,115 | $76,407+236.5% | $150,298+71.1% | $82,448+211.9% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 7.29% | 39.99%-32.7pp | 62.79%-55.5pp | 41.64%-34.3pp |
| Employer contribution / active EE | $8,458 | $2,614+223.6% | $4,154+103.6% | $2,551+231.6% |
| Participant deferral / active EE | $4,827 | $3,214+50.2% | $5,453-11.5% | $4,139+16.6% |
| Admin fee / account holder | $7,693 | $6,352+21.1% | $14,116-45.5% | $7,234+6.3% |