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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 | $445,662 | $106,749+317.5% | $145,433+206.4% | $82,448+440.5% |
| Participation rate | 76.3% | 75.6%+0.7pp | 82.1%-5.8pp | 68.1%+8.2pp |
| Annual return | 13.41% | 27.59%-14.2pp | 66.58%-53.2pp | 41.64%-28.2pp |
| Employer contribution / active EE | $5,254 | $3,444+52.5% | $4,554+15.4% | $2,551+106.0% |
| Participant deferral / active EE | $9,928 | $6,519+52.3% | $7,897+25.7% | $4,139+139.8% |
| Admin fee / account holder | $27,948 | $8,390+233.1% | $13,129+112.9% | $7,234+286.3% |