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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 | $305,314 | $99,875+205.7% | $146,866+107.9% | $86,983+251.0% |
| Participation rate | 97.1% | 75.8%+21.3pp | 82.5%+14.6pp | 69.5%+27.5pp |
| Annual return | 9.57% | 28.10%-18.5pp | 102.85%-93.3pp | 25.83%-16.3pp |
| Employer contribution / active EE | $10,518 | $3,224+226.2% | $4,425+137.7% | $2,584+307.0% |
| Participant deferral / active EE | $10,038 | $6,322+58.8% | $7,759+29.4% | $4,194+139.4% |
| Admin fee / account holder | $6,571 | $7,838-16.2% | $13,620-51.8% | $7,856-16.4% |