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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 | $360,093 | $156,398+130.2% | $147,318+144.4% | $138,895+159.3% |
| Participation rate | 92.3% | 83.8%+8.6pp | 82.1%+10.2pp | 79.9%+12.4pp |
| Annual return | 11.14% | 78.75%-67.6pp | 70.43%-59.3pp | 145.39%-134.3pp |
| Employer contribution / active EE | $3,844 | $4,853-20.8% | $4,593-16.3% | $4,194-8.4% |
| Participant deferral / active EE | $5,065 | $8,237-38.5% | $7,906-35.9% | $6,396-20.8% |
| Admin fee / account holder | $920 | $14,976-93.9% | $13,708-93.3% | $12,562-92.7% |