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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 | $431,462 | $185,312+132.8% | $161,489+167.2% | $154,746+178.8% |
| Participation rate | 88.9% | 82.5%+6.4pp | 78.7%+10.2pp | 80.7%+8.2pp |
| Annual return | 10.05% | 103.84%-93.8pp | 89.72%-79.7pp | 172.34%-162.3pp |
| Employer contribution / active EE | $4,860 | $4,769+1.9% | $4,268+13.9% | $4,379+11.0% |
| Participant deferral / active EE | $10,774 | $6,350+69.7% | $5,630+91.4% | $6,730+60.1% |
| Admin fee / account holder | $15,051 | $18,654-19.3% | $16,006-6.0% | $14,365+4.8% |