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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 | $299,324 | $106,749+180.4% | $145,433+105.8% | $82,448+263.0% |
| Participation rate | 95.6% | 75.6%+19.9pp | 82.1%+13.4pp | 68.1%+27.5pp |
| Annual return | 11.48% | 27.59%-16.1pp | 66.58%-55.1pp | 41.64%-30.2pp |
| Employer contribution / active EE | $4,266 | $3,444+23.9% | $4,554-6.3% | $2,551+67.2% |
| Participant deferral / active EE | $9,359 | $6,519+43.6% | $7,897+18.5% | $4,139+126.1% |
| Admin fee / account holder | $3,421 | $8,390-59.2% | $13,129-73.9% | $7,234-52.7% |