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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 | $418,136 | $106,749+291.7% | $145,433+187.5% | $82,448+407.2% |
| Participation rate | 98.1% | 75.6%+22.5pp | 82.1%+16.0pp | 68.1%+30.0pp |
| Annual return | 13.74% | 27.59%-13.9pp | 66.58%-52.8pp | 41.64%-27.9pp |
| Employer contribution / active EE | $12,684 | $3,444+268.3% | $4,554+178.5% | $2,551+397.2% |
| Participant deferral / active EE | $13,121 | $6,519+101.3% | $7,897+66.1% | $4,139+217.0% |
| Admin fee / account holder | $6,602 | $8,390-21.3% | $13,129-49.7% | $7,234-8.7% |