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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 | $275,898 | $78,520+251.4% | $96,576+185.7% | $82,448+234.6% |
| Participation rate | 92.7% | 77.7%+15.0pp | 81.4%+11.2pp | 68.1%+24.6pp |
| Annual return | 11.14% | 41.30%-30.2pp | 38.47%-27.3pp | 41.64%-30.5pp |
| Employer contribution / active EE | $4,784 | $2,630+81.9% | $3,553+34.6% | $2,551+87.5% |
| Participant deferral / active EE | $15,977 | $6,754+136.5% | $7,956+100.8% | $4,139+286.0% |
| Admin fee / account holder | $63,004 | $13,455+368.3% | $11,381+453.6% | $7,234+770.9% |