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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 | $329,970 | $156,398+111.0% | $147,318+124.0% | $138,895+137.6% |
| Participation rate | 94.4% | 83.8%+10.7pp | 82.1%+12.4pp | 79.9%+14.5pp |
| Annual return | 10.41% | 78.75%-68.3pp | 70.43%-60.0pp | 145.39%-135.0pp |
| Employer contribution / active EE | $1,407 | $4,853-71.0% | $4,593-69.4% | $4,194-66.5% |
| Participant deferral / active EE | $8,322 | $8,237+1.0% | $7,906+5.3% | $6,396+30.1% |
| Admin fee / account holder | $27,607 | $14,976+84.3% | $13,708+101.4% | $12,562+119.8% |