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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 | $270,189 | $106,749+153.1% | $145,433+85.8% | $82,448+227.7% |
| Participation rate | 95.6% | 75.6%+19.9pp | 82.1%+13.4pp | 68.1%+27.5pp |
| Annual return | 10.64% | 27.59%-17.0pp | 66.58%-55.9pp | 41.64%-31.0pp |
| Employer contribution / active EE | $5,100 | $3,444+48.1% | $4,554+12.0% | $2,551+99.9% |
| Participant deferral / active EE | $9,882 | $6,519+51.6% | $7,897+25.1% | $4,139+138.7% |
| Admin fee / account holder | $41,060 | $8,390+389.4% | $13,129+212.7% | $7,234+467.6% |