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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 | $250,519 | $108,825+130.2% | $156,181+60.4% | $82,448+203.9% |
| Participation rate | 97.1% | 72.4%+24.7pp | 78.8%+18.2pp | 68.1%+29.0pp |
| Annual return | 10.23% | 20.59%-10.4pp | 64.87%-54.6pp | 41.64%-31.4pp |
| Employer contribution / active EE | $8,636 | $2,870+200.9% | $4,294+101.1% | $2,551+238.5% |
| Participant deferral / active EE | $11,130 | $4,577+143.2% | $6,132+81.5% | $4,139+168.9% |
| Admin fee / account holder | $17,197 | $9,341+84.1% | $14,586+17.9% | $7,234+137.7% |