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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 | $279,167 | $106,524+162.1% | $152,301+83.3% | $87,485+219.1% |
| Participation rate | 77.0% | 75.8%+1.3pp | 82.4%-5.4pp | 68.9%+8.1pp |
| Annual return | 13.46% | 26.89%-13.4pp | 80.50%-67.0pp | 26.06%-12.6pp |
| Employer contribution / active EE | $4,017 | $3,371+19.1% | $4,624-13.1% | $2,596+54.7% |
| Participant deferral / active EE | $10,196 | $6,525+56.3% | $8,004+27.4% | $4,274+138.6% |
| Admin fee / account holder | $25,182 | $8,287+203.9% | $14,398+74.9% | $7,775+223.9% |