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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 | $387,463 | $93,598+314.0% | $135,974+185.0% | $75,173+415.4% |
| Participation rate | 98.4% | 75.2%+23.2pp | 81.9%+16.5pp | 67.2%+31.2pp |
| Annual return | 13.79% | 30.89%-17.1pp | 68.30%-54.5pp | 160.72%-146.9pp |
| Employer contribution / active EE | $1,507 | $3,538-57.4% | $4,859-69.0% | $2,671-43.6% |
| Participant deferral / active EE | $7,641 | $6,405+19.3% | $7,760-1.5% | $4,126+85.2% |
| Admin fee / account holder | $66,108 | $6,978+847.4% | $10,767+514.0% | $5,651+1069.9% |