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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 | $97,550+264.4% | $120,344+195.4% | $87,485+306.4% |
| Participation rate | 93.5% | 72.8%+20.7pp | 76.7%+16.8pp | 68.9%+24.6pp |
| Annual return | 8.45% | 18.41%-10.0pp | 20.30%-11.8pp | 26.06%-17.6pp |
| Employer contribution / active EE | $8,397 | $2,291+266.6% | $3,020+178.0% | $2,596+223.4% |
| Participant deferral / active EE | $8,073 | $4,230+90.9% | $5,135+57.2% | $4,274+88.9% |
| Admin fee / account holder | $13,490 | $9,543+41.4% | $12,742+5.9% | $7,775+73.5% |