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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 | $299,104 | $79,955+274.1% | $98,461+203.8% | $75,173+297.9% |
| Participation rate | 96.8% | 70.4%+26.4pp | 75.2%+21.6pp | 67.2%+29.6pp |
| Annual return | 12.59% | 19.75%-7.2pp | 21.17%-8.6pp | 160.72%-148.1pp |
| Employer contribution / active EE | $3,226 | $2,264+42.5% | $3,049+5.8% | $2,671+20.8% |
| Participant deferral / active EE | $6,627 | $3,752+76.6% | $4,738+39.9% | $4,126+60.6% |
| Admin fee / account holder | $4,210 | $6,841-38.5% | $8,961-53.0% | $5,651-25.5% |