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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 | $377,071 | $99,875+277.5% | $146,866+156.7% | $86,983+333.5% |
| Participation rate | 78.8% | 75.8%+3.0pp | 82.5%-3.7pp | 69.5%+9.2pp |
| Annual return | 13.10% | 28.10%-15.0pp | 102.85%-89.8pp | 25.83%-12.7pp |
| Employer contribution / active EE | $4,932 | $3,224+53.0% | $4,425+11.5% | $2,584+90.8% |
| Participant deferral / active EE | $11,679 | $6,322+84.7% | $7,759+50.5% | $4,194+178.5% |
| Admin fee / account holder | $14,255 | $7,838+81.9% | $13,620+4.7% | $7,856+81.5% |