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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 | $284,375 | $138,386+105.5% | $184,260+54.3% | $80,935+251.4% |
| Participation rate | 94.9% | 83.9%+11.0pp | 86.8%+8.0pp | 67.7%+27.2pp |
| Annual return | 9.79% | 20.02%-10.2pp | 28.84%-19.1pp | 35.66%-25.9pp |
| Employer contribution / active EE | $8,970 | $4,851+84.9% | $6,427+39.6% | $2,757+225.4% |
| Participant deferral / active EE | $0 | $7,076-100.0% | $9,133-100.0% | $4,299-100.0% |
| Admin fee / account holder | $16,977 | $10,489+61.9% | $13,898+22.2% | $6,924+145.2% |