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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 | $397,228 | $106,749+272.1% | $145,433+173.1% | $82,448+381.8% |
| Participation rate | 92.6% | 75.6%+16.9pp | 82.1%+10.5pp | 68.1%+24.5pp |
| Annual return | 13.85% | 27.59%-13.7pp | 66.58%-52.7pp | 41.64%-27.8pp |
| Employer contribution / active EE | $14,170 | $3,444+311.4% | $4,554+211.1% | $2,551+455.5% |
| Participant deferral / active EE | $13,225 | $6,519+102.9% | $7,897+67.5% | $4,139+219.5% |
| Admin fee / account holder | $19,138 | $8,390+128.1% | $13,129+45.8% | $7,234+164.5% |