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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 | $296,397 | $154,228+92.2% | $145,433+103.8% | $137,256+115.9% |
| Participation rate | 85.7% | 83.8%+1.9pp | 82.1%+3.6pp | 80.0%+5.8pp |
| Annual return | 11.97% | 74.59%-62.6pp | 66.58%-54.6pp | 220.34%-208.4pp |
| Employer contribution / active EE | $11,926 | $4,804+148.3% | $4,554+161.9% | $4,156+187.0% |
| Participant deferral / active EE | $15,557 | $8,216+89.3% | $7,897+97.0% | $6,407+142.8% |
| Admin fee / account holder | $13,462 | $14,344-6.1% | $13,129+2.5% | $12,270+9.7% |