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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 | $99,875+179.5% | $146,866+90.1% | $86,983+220.9% |
| Participation rate | 77.0% | 75.8%+1.2pp | 82.5%-5.5pp | 69.5%+7.5pp |
| Annual return | 13.46% | 28.10%-14.6pp | 102.85%-89.4pp | 25.83%-12.4pp |
| Employer contribution / active EE | $4,017 | $3,224+24.6% | $4,425-9.2% | $2,584+55.4% |
| Participant deferral / active EE | $10,196 | $6,322+61.3% | $7,759+31.4% | $4,194+143.1% |
| Admin fee / account holder | $25,182 | $7,838+221.3% | $13,620+84.9% | $7,856+220.5% |