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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 | $579,393 | $106,749+442.8% | $145,433+298.4% | $82,448+602.7% |
| Participation rate | 90.5% | 75.6%+14.8pp | 82.1%+8.4pp | 68.1%+22.4pp |
| Annual return | 14.00% | 27.59%-13.6pp | 66.58%-52.6pp | 41.64%-27.6pp |
| Employer contribution / active EE | $14,400 | $3,444+318.1% | $4,554+216.2% | $2,551+464.5% |
| Participant deferral / active EE | $6,579 | $6,519+0.9% | $7,897-16.7% | $4,139+59.0% |
| Admin fee / account holder | $10,843 | $8,390+29.2% | $13,129-17.4% | $7,234+49.9% |