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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 | $84,953+221.1% | $163,379+66.9% | $82,637+230.1% |
| Participation rate | 73.8% | 65.9%+7.9pp | 76.8%-3.0pp | 68.1%+5.8pp |
| Annual return | 13.04% | 23.07%-10.0pp | 63.41%-50.4pp | 53.51%-40.5pp |
| Employer contribution / active EE | $3,631 | $2,183+66.3% | $3,752-3.2% | $2,552+42.3% |
| Participant deferral / active EE | $14,989 | $4,326+246.5% | $6,282+138.6% | $4,126+263.3% |
| Admin fee / account holder | $15,269 | $7,921+92.8% | $9,818+55.5% | $7,339+108.1% |