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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 | $273,879 | $154,228+77.6% | $145,433+88.3% | $137,256+99.5% |
| Participation rate | 85.7% | 83.8%+1.9pp | 82.1%+3.6pp | 80.0%+5.8pp |
| Annual return | 12.27% | 74.59%-62.3pp | 66.58%-54.3pp | 220.34%-208.1pp |
| Employer contribution / active EE | $2,598 | $4,804-45.9% | $4,554-43.0% | $4,156-37.5% |
| Participant deferral / active EE | $8,467 | $8,216+3.0% | $7,897+7.2% | $6,407+32.2% |
| Admin fee / account holder | $18,793 | $14,344+31.0% | $13,129+43.1% | $12,270+53.2% |