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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 | $437,584 | $106,524+310.8% | $152,301+187.3% | $87,485+400.2% |
| Participation rate | 93.9% | 75.8%+18.1pp | 82.4%+11.4pp | 68.9%+24.9pp |
| Annual return | 13.66% | 26.89%-13.2pp | 80.50%-66.8pp | 26.06%-12.4pp |
| Employer contribution / active EE | $11,783 | $3,371+249.5% | $4,624+154.8% | $2,596+353.8% |
| Participant deferral / active EE | $6,897 | $6,525+5.7% | $8,004-13.8% | $4,274+61.4% |
| Admin fee / account holder | $14,721 | $8,287+77.6% | $14,398+2.2% | $7,775+89.3% |