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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 | $272,754 | $90,400+201.7% | $186,193+46.5% | $87,485+211.8% |
| Participation rate | 73.8% | 66.2%+7.6pp | 77.1%-3.3pp | 68.9%+4.9pp |
| Annual return | 13.04% | 22.15%-9.1pp | 78.03%-65.0pp | 26.06%-13.0pp |
| Employer contribution / active EE | $3,631 | $2,170+67.3% | $3,918-7.3% | $2,596+39.8% |
| Participant deferral / active EE | $14,989 | $4,330+246.2% | $6,513+130.1% | $4,274+250.7% |
| Admin fee / account holder | $15,269 | $8,673+76.0% | $11,058+38.1% | $7,775+96.4% |