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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 | $106,524+165.2% | $152,301+85.5% | $87,485+223.0% |
| Participation rate | 95.7% | 75.8%+19.9pp | 82.4%+13.2pp | 68.9%+26.7pp |
| Annual return | 14.05% | 26.89%-12.8pp | 80.50%-66.5pp | 26.06%-12.0pp |
| Employer contribution / active EE | $7,064 | $3,371+109.5% | $4,624+52.8% | $2,596+172.1% |
| Participant deferral / active EE | $5,617 | $6,525-13.9% | $8,004-29.8% | $4,274+31.4% |
| Admin fee / account holder | $21,822 | $8,287+163.3% | $14,398+51.6% | $7,775+180.7% |