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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 | $146,267+128.8% | $197,124+69.8% | $82,448+305.9% |
| Participation rate | 92.0% | 84.0%+8.0pp | 86.7%+5.3pp | 68.1%+23.9pp |
| Annual return | 11.93% | 29.61%-17.7pp | 44.34%-32.4pp | 41.64%-29.7pp |
| Employer contribution / active EE | $7,279 | $4,723+54.1% | $6,227+16.9% | $2,551+185.3% |
| Participant deferral / active EE | $9,532 | $7,035+35.5% | $9,135+4.3% | $4,139+130.3% |
| Admin fee / account holder | $32,383 | $14,422+124.5% | $16,298+98.7% | $7,234+347.6% |