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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 | $149,446+124.0% | $256,809+30.3% | $94,015+256.0% |
| Participation rate | 92.0% | 85.3%+6.7pp | 88.5%+3.5pp | 70.8%+21.2pp |
| Annual return | 11.93% | 17.55%-5.6pp | 32.73%-20.8pp | 17.84%-5.9pp |
| Employer contribution / active EE | $7,279 | $4,596+58.4% | $7,263+0.2% | $2,790+160.9% |
| Participant deferral / active EE | $9,532 | $6,491+46.9% | $9,520+0.1% | $4,249+124.3% |
| Admin fee / account holder | $32,383 | $24,035+34.7% | $25,146+28.8% | $8,951+261.8% |