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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 | $309,398 | $108,825+184.3% | $156,181+98.1% | $82,448+275.3% |
| Participation rate | 76.9% | 72.4%+4.6pp | 78.8%-1.9pp | 68.1%+8.9pp |
| Annual return | 12.31% | 20.59%-8.3pp | 64.87%-52.6pp | 41.64%-29.3pp |
| Employer contribution / active EE | $4,688 | $2,870+63.4% | $4,294+9.2% | $2,551+83.8% |
| Participant deferral / active EE | $8,927 | $4,577+95.0% | $6,132+45.6% | $4,139+115.7% |
| Admin fee / account holder | $26,607 | $9,341+184.9% | $14,586+82.4% | $7,234+267.8% |