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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 | $110,137+127.5% | $161,149+55.5% | $82,637+203.2% |
| Participation rate | 97.1% | 72.4%+24.7pp | 78.8%+18.2pp | 68.1%+29.0pp |
| Annual return | 10.23% | 20.69%-10.5pp | 21.16%-10.9pp | 53.51%-43.3pp |
| Employer contribution / active EE | $8,636 | $2,856+202.4% | $4,360+98.1% | $2,552+238.4% |
| Participant deferral / active EE | $11,130 | $4,575+143.3% | $6,153+80.9% | $4,126+169.7% |
| Admin fee / account holder | $17,197 | $9,467+81.7% | $15,194+13.2% | $7,339+134.3% |