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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 | $106,864+199.4% | $147,318+117.2% | $82,637+287.2% |
| Participation rate | 95.9% | 75.5%+20.4pp | 82.1%+13.9pp | 68.1%+27.9pp |
| Annual return | 10.57% | 27.49%-16.9pp | 70.43%-59.9pp | 53.51%-42.9pp |
| Employer contribution / active EE | $6,071 | $3,417+77.7% | $4,593+32.2% | $2,552+137.9% |
| Participant deferral / active EE | $9,126 | $6,496+40.5% | $7,906+15.4% | $4,126+121.2% |
| Admin fee / account holder | $11,623 | $8,415+38.1% | $13,708-15.2% | $7,339+58.4% |