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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 | $445,231 | $99,633+346.9% | $183,328+142.9% | $82,448+440.0% |
| Participation rate | 96.2% | 70.8%+25.4pp | 77.3%+18.8pp | 68.1%+28.1pp |
| Annual return | 12.21% | 17.84%-5.6pp | 29.67%-17.5pp | 41.64%-29.4pp |
| Employer contribution / active EE | $5,184 | $3,256+59.2% | $5,055+2.6% | $2,551+103.2% |
| Participant deferral / active EE | $12,847 | $4,938+160.2% | $6,795+89.1% | $4,139+210.4% |
| Admin fee / account holder | $4,767 | $9,934-52.0% | $21,427-77.8% | $7,234-34.1% |