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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 | $265,931 | $146,267+81.8% | $197,124+34.9% | $82,448+222.5% |
| Participation rate | 97.3% | 84.0%+13.3pp | 86.7%+10.6pp | 68.1%+29.2pp |
| Annual return | 11.49% | 29.61%-18.1pp | 44.34%-32.9pp | 41.64%-30.1pp |
| Employer contribution / active EE | $8,041 | $4,723+70.2% | $6,227+29.1% | $2,551+215.2% |
| Participant deferral / active EE | $11,431 | $7,035+62.5% | $9,135+25.1% | $4,139+176.2% |
| Admin fee / account holder | $39,903 | $14,422+176.7% | $16,298+144.8% | $7,234+451.6% |