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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 | $282,532 | $106,749+164.7% | $145,433+94.3% | $82,448+242.7% |
| Participation rate | 95.7% | 75.6%+20.0pp | 82.1%+13.5pp | 68.1%+27.6pp |
| Annual return | 14.05% | 27.59%-13.5pp | 66.58%-52.5pp | 41.64%-27.6pp |
| Employer contribution / active EE | $7,064 | $3,444+105.1% | $4,554+55.1% | $2,551+176.9% |
| Participant deferral / active EE | $5,617 | $6,519-13.8% | $7,897-28.9% | $4,139+35.7% |
| Admin fee / account holder | $21,822 | $8,390+160.1% | $13,129+66.2% | $7,234+201.6% |