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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 | $339,540 | $106,749+218.1% | $145,433+133.5% | $82,448+311.8% |
| Participation rate | 97.4% | 75.6%+21.7pp | 82.1%+15.2pp | 68.1%+29.3pp |
| Annual return | 11.29% | 27.59%-16.3pp | 66.58%-55.3pp | 41.64%-30.3pp |
| Employer contribution / active EE | $26,184 | $3,444+660.2% | $4,554+474.9% | $2,551+926.4% |
| Participant deferral / active EE | $8,375 | $6,519+28.5% | $7,897+6.0% | $4,139+102.3% |
| Admin fee / account holder | $28,704 | $8,390+242.1% | $13,129+118.6% | $7,234+296.8% |