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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 | $106,749+161.5% | $145,433+92.0% | $82,448+238.6% |
| Participation rate | 77.0% | 75.6%+1.4pp | 82.1%-5.1pp | 68.1%+9.0pp |
| Annual return | 13.46% | 27.59%-14.1pp | 66.58%-53.1pp | 41.64%-28.2pp |
| Employer contribution / active EE | $4,017 | $3,444+16.6% | $4,554-11.8% | $2,551+57.5% |
| Participant deferral / active EE | $10,196 | $6,519+56.4% | $7,897+29.1% | $4,139+146.3% |
| Admin fee / account holder | $25,182 | $8,390+200.1% | $13,129+91.8% | $7,234+248.1% |