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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 | $287,811 | $25,014+1050.6% | $69,611+313.5% | $80,925+255.7% |
| Participation rate | 71.9% | 64.2%+7.7pp | 66.4%+5.4pp | 67.7%+4.2pp |
| Annual return | 11.20% | 19.08%-7.9pp | 101.14%-89.9pp | 35.65%-24.5pp |
| Employer contribution / active EE | $12,710 | $991+1182.2% | $1,709+643.9% | $2,756+361.1% |
| Participant deferral / active EE | $6,860 | $1,840+272.9% | $2,891+137.3% | $4,299+59.6% |
| Admin fee / account holder | $7,497 | $2,491+201.0% | $4,696+59.7% | $6,940+8.0% |