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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 | $270,192 | $185,312+45.8% | $161,489+67.3% | $154,746+74.6% |
| Participation rate | 95.8% | 82.5%+13.4pp | 78.7%+17.1pp | 80.7%+15.1pp |
| Annual return | 7.06% | 103.84%-96.8pp | 89.72%-82.7pp | 172.34%-165.3pp |
| Employer contribution / active EE | $14,964 | $4,769+213.8% | $4,268+250.6% | $4,379+241.7% |
| Participant deferral / active EE | $3,545 | $6,350-44.2% | $5,630-37.0% | $6,730-47.3% |
| Admin fee / account holder | $81,194 | $18,654+335.3% | $16,006+407.3% | $14,365+465.2% |