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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 | $355,521 | $95,453+272.5% | $112,040+217.3% | $82,448+331.2% |
| Participation rate | 93.5% | 72.8%+20.8pp | 76.5%+17.1pp | 68.1%+25.5pp |
| Annual return | 8.45% | 23.92%-15.5pp | 24.52%-16.1pp | 41.64%-33.2pp |
| Employer contribution / active EE | $8,397 | $2,318+262.3% | $2,954+184.3% | $2,551+229.2% |
| Participant deferral / active EE | $8,073 | $4,224+91.1% | $5,098+58.4% | $4,139+95.0% |
| Admin fee / account holder | $13,490 | $9,013+49.7% | $12,098+11.5% | $7,234+86.5% |