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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 | $264,602 | $78,197+238.4% | $98,090+169.8% | $82,637+220.2% |
| Participation rate | 81.5% | 77.5%+4.0pp | 81.5%-0.1pp | 68.1%+13.4pp |
| Annual return | 12.38% | 40.25%-27.9pp | 37.05%-24.7pp | 53.51%-41.1pp |
| Employer contribution / active EE | $3,573 | $2,605+37.2% | $3,606-0.9% | $2,552+40.0% |
| Participant deferral / active EE | $10,277 | $6,636+54.9% | $7,845+31.0% | $4,126+149.1% |
| Admin fee / account holder | $51,986 | $14,832+250.5% | $11,815+340.0% | $7,339+608.4% |