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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 | $410,575 | $84,236+387.4% | $170,435+140.9% | $70,126+485.5% |
| Participation rate | 85.7% | 70.8%+14.9pp | 83.6%+2.1pp | 69.5%+16.2pp |
| Annual return | 10.01% | 23.06%-13.0pp | 205.94%-195.9pp | 73.15%-63.1pp |
| Employer contribution / active EE | $1,979 | $3,387-41.6% | $5,432-63.6% | $2,343-15.5% |
| Participant deferral / active EE | $2,807 | $3,086-9.0% | $4,939-43.2% | $3,332-15.8% |
| Admin fee / account holder | $12,645 | $5,698+121.9% | $13,881-8.9% | $4,645+172.2% |