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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 | $99,875+346.2% | $146,866+203.4% | $86,983+412.4% |
| Participation rate | 76.3% | 75.8%+0.5pp | 82.5%-6.2pp | 69.5%+6.8pp |
| Annual return | 13.41% | 28.10%-14.7pp | 102.85%-89.4pp | 25.83%-12.4pp |
| Employer contribution / active EE | $5,254 | $3,224+63.0% | $4,425+18.8% | $2,584+103.3% |
| Participant deferral / active EE | $9,928 | $6,322+57.0% | $7,759+27.9% | $4,194+136.7% |
| Admin fee / account holder | $27,948 | $7,838+256.6% | $13,620+105.2% | $7,856+255.8% |