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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 | $302,923 | $99,875+203.3% | $146,866+106.3% | $86,983+248.3% |
| Participation rate | 93.3% | 75.8%+17.5pp | 82.5%+10.8pp | 69.5%+23.8pp |
| Annual return | 11.87% | 28.10%-16.2pp | 102.85%-91.0pp | 25.83%-14.0pp |
| Employer contribution / active EE | $7,509 | $3,224+132.9% | $4,425+69.7% | $2,584+190.5% |
| Participant deferral / active EE | $5,087 | $6,322-19.5% | $7,759-34.4% | $4,194+21.3% |
| Admin fee / account holder | $17,656 | $7,838+125.3% | $13,620+29.6% | $7,856+124.8% |