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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 | $271,305 | $95,453+184.2% | $112,040+142.2% | $82,448+229.1% |
| Participation rate | 73.1% | 72.8%+0.3pp | 76.5%-3.4pp | 68.1%+5.0pp |
| Annual return | 10.49% | 23.92%-13.4pp | 24.52%-14.0pp | 41.64%-31.1pp |
| Employer contribution / active EE | $3,871 | $2,318+67.0% | $2,954+31.0% | $2,551+51.7% |
| Participant deferral / active EE | $10,546 | $4,224+149.7% | $5,098+106.9% | $4,139+154.8% |
| Admin fee / account holder | $40,314 | $9,013+347.3% | $12,098+233.2% | $7,234+457.3% |