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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 | $97,550+178.1% | $120,344+125.4% | $87,485+210.1% |
| Participation rate | 73.1% | 72.8%+0.3pp | 76.7%-3.6pp | 68.9%+4.1pp |
| Annual return | 10.49% | 18.41%-7.9pp | 20.30%-9.8pp | 26.06%-15.6pp |
| Employer contribution / active EE | $3,871 | $2,291+69.0% | $3,020+28.2% | $2,596+49.1% |
| Participant deferral / active EE | $10,546 | $4,230+149.3% | $5,135+105.4% | $4,274+146.8% |
| Admin fee / account holder | $40,314 | $9,543+322.5% | $12,742+216.4% | $7,775+418.5% |