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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 | $106,749+199.7% | $145,433+120.0% | $82,448+288.1% |
| Participation rate | 95.9% | 75.6%+20.3pp | 82.1%+13.8pp | 68.1%+27.9pp |
| Annual return | 10.57% | 27.59%-17.0pp | 66.58%-56.0pp | 41.64%-31.1pp |
| Employer contribution / active EE | $6,071 | $3,444+76.3% | $4,554+33.3% | $2,551+138.0% |
| Participant deferral / active EE | $9,126 | $6,519+40.0% | $7,897+15.6% | $4,139+120.5% |
| Admin fee / account holder | $11,623 | $8,390+38.5% | $13,129-11.5% | $7,234+60.7% |