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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 | $367,794 | $106,749+244.5% | $145,433+152.9% | $82,448+346.1% |
| Participation rate | 71.4% | 75.6%-4.2pp | 82.1%-10.7pp | 68.1%+3.4pp |
| Annual return | 13.82% | 27.59%-13.8pp | 66.58%-52.8pp | 41.64%-27.8pp |
| Employer contribution / active EE | $2,399 | $3,444-30.4% | $4,554-47.3% | $2,551-6.0% |
| Participant deferral / active EE | $14,047 | $6,519+115.5% | $7,897+77.9% | $4,139+239.4% |
| Admin fee / account holder | $13,246 | $8,390+57.9% | $13,129+0.9% | $7,234+83.1% |