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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% | $69,460+314.4% | $80,911+255.7% |
| Participation rate | 71.9% | 64.2%+7.7pp | 66.4%+5.4pp | 67.6%+4.2pp |
| Annual return | 11.20% | 19.08%-7.9pp | 100.80%-89.6pp | 35.63%-24.4pp |
| Employer contribution / active EE | $12,710 | $991+1182.2% | $1,714+641.6% | $2,756+361.2% |
| Participant deferral / active EE | $6,860 | $1,839+273.0% | $2,890+137.4% | $4,297+59.6% |
| Admin fee / account holder | $7,497 | $2,491+201.0% | $4,695+59.7% | $6,935+8.1% |