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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 | $156,398+89.5% | $147,318+101.2% | $138,895+113.4% |
| Participation rate | 85.7% | 83.8%+2.0pp | 82.1%+3.6pp | 79.9%+5.8pp |
| Annual return | 11.97% | 78.75%-66.8pp | 70.43%-58.5pp | 145.39%-133.4pp |
| Employer contribution / active EE | $11,926 | $4,853+145.7% | $4,593+159.7% | $4,194+184.4% |
| Participant deferral / active EE | $15,557 | $8,237+88.9% | $7,906+96.8% | $6,396+143.2% |
| Admin fee / account holder | $13,462 | $14,976-10.1% | $13,708-1.8% | $12,562+7.2% |