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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 | $99,875+220.4% | $146,866+117.9% | $86,983+267.8% |
| Participation rate | 95.9% | 75.8%+20.1pp | 82.5%+13.4pp | 69.5%+26.4pp |
| Annual return | 10.57% | 28.10%-17.5pp | 102.85%-92.3pp | 25.83%-15.3pp |
| Employer contribution / active EE | $6,071 | $3,224+88.3% | $4,425+37.2% | $2,584+134.9% |
| Participant deferral / active EE | $9,126 | $6,322+44.3% | $7,759+17.6% | $4,194+117.6% |
| Admin fee / account holder | $11,623 | $7,838+48.3% | $13,620-14.7% | $7,856+48.0% |