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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 | $388,871 | $95,453+307.4% | $112,040+247.1% | $82,448+371.7% |
| Participation rate | 97.4% | 72.8%+24.7pp | 76.5%+20.9pp | 68.1%+29.4pp |
| Annual return | 11.96% | 23.92%-12.0pp | 24.52%-12.6pp | 41.64%-29.7pp |
| Employer contribution / active EE | $19,986 | $2,318+762.3% | $2,954+576.6% | $2,551+683.5% |
| Participant deferral / active EE | $9,109 | $4,224+115.7% | $5,098+78.7% | $4,139+120.1% |
| Admin fee / account holder | $5,041 | $9,013-44.1% | $12,098-58.3% | $7,234-30.3% |