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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 | $282,327 | $102,609+175.1% | $98,090+187.8% | $138,895+103.3% |
| Participation rate | 100.0% | 82.8%+17.2pp | 81.5%+18.5pp | 79.9%+20.1pp |
| Annual return | 10.10% | 36.44%-26.3pp | 37.05%-27.0pp | 145.39%-135.3pp |
| Employer contribution / active EE | $5,692 | $3,867+47.2% | $3,606+57.8% | $4,194+35.7% |
| Participant deferral / active EE | $13,695 | $8,167+67.7% | $7,845+74.6% | $6,396+114.1% |
| Admin fee / account holder | $28,089 | $11,434+145.7% | $11,815+137.7% | $12,562+123.6% |