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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 | $106,524+245.3% | $152,301+141.5% | $87,485+320.4% |
| Participation rate | 71.4% | 75.8%-4.3pp | 82.4%-11.0pp | 68.9%+2.5pp |
| Annual return | 13.82% | 26.89%-13.1pp | 80.50%-66.7pp | 26.06%-12.2pp |
| Employer contribution / active EE | $2,399 | $3,371-28.8% | $4,624-48.1% | $2,596-7.6% |
| Participant deferral / active EE | $14,047 | $6,525+115.3% | $8,004+75.5% | $4,274+228.7% |
| Admin fee / account holder | $13,246 | $8,287+59.9% | $14,398-8.0% | $7,775+70.4% |