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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 | $265,812 | $102,422+159.5% | $147,117+80.7% | $80,959+228.3% |
| Participation rate | 89.3% | 75.9%+13.4pp | 82.2%+7.1pp | 67.7%+21.6pp |
| Annual return | 11.60% | 135.16%-123.6pp | 420.54%-408.9pp | 35.67%-24.1pp |
| Employer contribution / active EE | $6,006 | $3,717+61.6% | $4,932+21.8% | $2,757+117.8% |
| Participant deferral / active EE | $16,309 | $6,652+145.2% | $8,065+102.2% | $4,300+279.2% |
| Admin fee / account holder | $4,233 | $7,953-46.8% | $12,993-67.4% | $6,925-38.9% |