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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 | $282,596 | $63,703+343.6% | $93,063+203.7% | $82,448+242.8% |
| Participation rate | 98.8% | 63.8%+35.0pp | 72.1%+26.7pp | 68.1%+30.7pp |
| Annual return | 12.51% | -775.43%+787.9pp | 34.15%-21.6pp | 41.64%-29.1pp |
| Employer contribution / active EE | $7,593 | $1,729+339.3% | $2,476+206.6% | $2,551+197.6% |
| Participant deferral / active EE | $2,698 | $2,919-7.6% | $3,958-31.8% | $4,139-34.8% |
| Admin fee / account holder | $8,512 | $5,982+42.3% | $6,033+41.1% | $7,234+17.7% |