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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 | $307,463 | $83,485+268.3% | $125,195+145.6% | $72,976+321.3% |
| Participation rate | 93.5% | 73.3%+20.2pp | 79.8%+13.8pp | 69.5%+24.1pp |
| Annual return | 2.89% | 25.77%-22.9pp | 43.79%-40.9pp | 81.02%-78.1pp |
| Employer contribution / active EE | $3,072 | $2,346+31.0% | $3,866-20.5% | $2,440+25.9% |
| Participant deferral / active EE | $4,966 | $3,586+38.5% | $4,937+0.6% | $3,608+37.6% |
| Admin fee / account holder | $10,700 | $5,518+93.9% | $9,704+10.3% | $5,124+108.8% |