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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 | $363,759 | $72,273+403.3% | $101,275+259.2% | $79,856+355.5% |
| Participation rate | 97.7% | 68.5%+29.3pp | 75.8%+21.9pp | 69.6%+28.1pp |
| Annual return | 8.89% | 22.30%-13.4pp | 46.48%-37.6pp | 31.71%-22.8pp |
| Employer contribution / active EE | $9,280 | $2,691+244.8% | $3,660+153.6% | $2,471+275.5% |
| Participant deferral / active EE | $10,409 | $3,282+217.2% | $4,371+138.2% | $3,741+178.3% |
| Admin fee / account holder | $3,432 | $4,401-22.0% | $5,948-42.3% | $5,306-35.3% |