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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 | $263,919 | $106,749+147.2% | $145,433+81.5% | $82,448+220.1% |
| Participation rate | 97.4% | 75.6%+21.8pp | 82.1%+15.3pp | 68.1%+29.4pp |
| Annual return | 13.89% | 27.59%-13.7pp | 66.58%-52.7pp | 41.64%-27.8pp |
| Employer contribution / active EE | $8,032 | $3,444+133.2% | $4,554+76.3% | $2,551+214.8% |
| Participant deferral / active EE | $8,099 | $6,519+24.2% | $7,897+2.6% | $4,139+95.7% |
| Admin fee / account holder | $27,678 | $8,390+229.9% | $13,129+110.8% | $7,234+282.6% |