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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 | $319,963 | $106,524+200.4% | $152,301+110.1% | $87,485+265.7% |
| Participation rate | 95.9% | 75.8%+20.2pp | 82.4%+13.5pp | 68.9%+27.0pp |
| Annual return | 10.57% | 26.89%-16.3pp | 80.50%-69.9pp | 26.06%-15.5pp |
| Employer contribution / active EE | $6,071 | $3,371+80.1% | $4,624+31.3% | $2,596+133.8% |
| Participant deferral / active EE | $9,126 | $6,525+39.9% | $8,004+14.0% | $4,274+113.6% |
| Admin fee / account holder | $11,623 | $8,287+40.3% | $14,398-19.3% | $7,775+49.5% |