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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 | $387,610 | $106,749+263.1% | $145,433+166.5% | $82,448+370.1% |
| Participation rate | 80.0% | 75.6%+4.4pp | 82.1%-2.1pp | 68.1%+11.9pp |
| Annual return | 14.08% | 27.59%-13.5pp | 66.58%-52.5pp | 41.64%-27.6pp |
| Employer contribution / active EE | $6,542 | $3,444+89.9% | $4,554+43.6% | $2,551+156.5% |
| Participant deferral / active EE | $10,802 | $6,519+65.7% | $7,897+36.8% | $4,139+161.0% |
| Admin fee / account holder | $3,132 | $8,390-62.7% | $13,129-76.1% | $7,234-56.7% |