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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 | $283,057 | $154,228+83.5% | $145,433+94.6% | $137,256+106.2% |
| Participation rate | 71.4% | 83.8%-12.4pp | 82.1%-10.7pp | 80.0%-8.5pp |
| Annual return | 11.06% | 74.59%-63.5pp | 66.58%-55.5pp | 220.34%-209.3pp |
| Employer contribution / active EE | $2,400 | $4,804-50.1% | $4,554-47.3% | $4,156-42.3% |
| Participant deferral / active EE | $5,832 | $8,216-29.0% | $7,897-26.2% | $6,407-9.0% |
| Admin fee / account holder | $35,020 | $14,344+144.2% | $13,129+166.7% | $12,270+185.4% |