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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 | $742,482 | $143,969+415.7% | $199,883+271.5% | $82,637+798.5% |
| Participation rate | 93.3% | 84.1%+9.2pp | 86.8%+6.6pp | 68.1%+25.3pp |
| Annual return | 12.97% | 25.67%-12.7pp | 43.81%-30.8pp | 53.51%-40.5pp |
| Employer contribution / active EE | $20,647 | $4,632+345.7% | $6,261+229.8% | $2,552+709.0% |
| Participant deferral / active EE | $21,839 | $6,937+214.8% | $9,138+139.0% | $4,126+429.3% |
| Admin fee / account holder | $7,413 | $14,597-49.2% | $17,268-57.1% | $7,339+1.0% |