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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 | $300,628 | $100,970+197.7% | $96,576+211.3% | $137,256+119.0% |
| Participation rate | 80.0% | 82.6%-2.6pp | 81.4%-1.4pp | 80.0%0pp |
| Annual return | 8.83% | 38.16%-29.3pp | 38.47%-29.6pp | 220.34%-211.5pp |
| Employer contribution / active EE | $44,755 | $3,809+1074.9% | $3,553+1159.6% | $4,156+976.9% |
| Participant deferral / active EE | $3,998 | $8,286-51.8% | $7,956-49.8% | $6,407-37.6% |
| Admin fee / account holder | $4,393 | $11,312-61.2% | $11,381-61.4% | $12,270-64.2% |