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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 | $351,237 | $106,524+229.7% | $152,301+130.6% | $87,485+301.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.4%+17.6pp | 68.9%+31.1pp |
| Annual return | 13.10% | 26.89%-13.8pp | 80.50%-67.4pp | 26.06%-13.0pp |
| Employer contribution / active EE | $11,340 | $3,371+236.4% | $4,624+145.2% | $2,596+336.8% |
| Participant deferral / active EE | $12,741 | $6,525+95.3% | $8,004+59.2% | $4,274+198.1% |
| Admin fee / account holder | $7,681 | $8,287-7.3% | $14,398-46.7% | $7,775-1.2% |