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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 | $259,203 | $138,393+87.3% | $184,256+40.7% | $80,959+220.2% |
| Participation rate | 89.5% | 83.9%+5.6pp | 86.8%+2.6pp | 67.7%+21.8pp |
| Annual return | 10.81% | 20.01%-9.2pp | 28.85%-18.0pp | 35.67%-24.9pp |
| Employer contribution / active EE | $11,661 | $4,847+140.6% | $6,427+81.4% | $2,757+322.9% |
| Participant deferral / active EE | $9,416 | $7,076+33.1% | $9,133+3.1% | $4,300+119.0% |
| Admin fee / account holder | $13,154 | $10,489+25.4% | $13,899-5.4% | $6,925+89.9% |