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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 | $263,785 | $145,431+81.4% | $211,142+24.9% | $87,485+201.5% |
| Participation rate | 91.5% | 84.7%+6.7pp | 87.3%+4.2pp | 68.9%+22.6pp |
| Annual return | 8.66% | 27.21%-18.5pp | 46.84%-38.2pp | 26.06%-17.4pp |
| Employer contribution / active EE | $4,681 | $4,662+0.4% | $6,442-27.3% | $2,596+80.3% |
| Participant deferral / active EE | $28,246 | $6,859+311.8% | $9,284+204.2% | $4,274+560.9% |
| Admin fee / account holder | $7,107 | $17,052-58.3% | $19,076-62.7% | $7,775-8.6% |