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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 | $328,536 | $106,749+207.8% | $145,433+125.9% | $82,448+298.5% |
| Participation rate | 93.8% | 75.6%+18.1pp | 82.1%+11.6pp | 68.1%+25.7pp |
| Annual return | 12.80% | 27.59%-14.8pp | 66.58%-53.8pp | 41.64%-28.8pp |
| Employer contribution / active EE | $1,897 | $3,444-44.9% | $4,554-58.3% | $2,551-25.6% |
| Participant deferral / active EE | $12,204 | $6,519+87.2% | $7,897+54.5% | $4,139+194.8% |
| Admin fee / account holder | $18,915 | $8,390+125.4% | $13,129+44.1% | $7,234+161.5% |