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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 | $106,524+318.4% | $152,301+192.6% | $87,485+409.4% |
| Participation rate | 76.3% | 75.8%+0.6pp | 82.4%-6.1pp | 68.9%+7.4pp |
| Annual return | 13.41% | 26.89%-13.5pp | 80.50%-67.1pp | 26.06%-12.7pp |
| Employer contribution / active EE | $5,254 | $3,371+55.9% | $4,624+13.6% | $2,596+102.4% |
| Participant deferral / active EE | $9,928 | $6,525+52.1% | $8,004+24.0% | $4,274+132.3% |
| Admin fee / account holder | $27,948 | $8,287+237.3% | $14,398+94.1% | $7,775+259.5% |