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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 | $334,687 | $145,431+130.1% | $211,142+58.5% | $87,485+282.6% |
| Participation rate | 92.0% | 84.7%+7.3pp | 87.3%+4.7pp | 68.9%+23.1pp |
| Annual return | 11.93% | 27.21%-15.3pp | 46.84%-34.9pp | 26.06%-14.1pp |
| Employer contribution / active EE | $7,279 | $4,662+56.1% | $6,442+13.0% | $2,596+180.4% |
| Participant deferral / active EE | $9,532 | $6,859+39.0% | $9,284+2.7% | $4,274+123.0% |
| Admin fee / account holder | $32,383 | $17,052+89.9% | $19,076+69.8% | $7,775+316.5% |