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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 | $328,250 | $185,312+77.1% | $161,489+103.3% | $154,746+112.1% |
| Participation rate | 92.3% | 82.5%+9.8pp | 78.7%+13.6pp | 80.7%+11.6pp |
| Annual return | 9.52% | 103.84%-94.3pp | 89.72%-80.2pp | 172.34%-162.8pp |
| Employer contribution / active EE | $1,449 | $4,769-69.6% | $4,268-66.1% | $4,379-66.9% |
| Participant deferral / active EE | $3,925 | $6,350-38.2% | $5,630-30.3% | $6,730-41.7% |
| Admin fee / account holder | $16,821 | $18,654-9.8% | $16,006+5.1% | $14,365+17.1% |