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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 | $104,098+241.5% | $140,514+153.0% | $94,015+278.2% |
| Participation rate | 93.5% | 73.7%+19.8pp | 77.8%+15.8pp | 70.8%+22.7pp |
| Annual return | 8.45% | 15.14%-6.7pp | 14.36%-5.9pp | 17.84%-9.4pp |
| Employer contribution / active EE | $8,397 | $2,388+251.6% | $3,378+148.6% | $2,790+201.0% |
| Participant deferral / active EE | $8,073 | $4,033+100.2% | $4,919+64.1% | $4,249+90.0% |
| Admin fee / account holder | $13,490 | $10,439+29.2% | $13,697-1.5% | $8,951+50.7% |