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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 | $340,306 | $106,524+219.5% | $152,301+123.4% | $87,485+289.0% |
| Participation rate | 86.2% | 75.8%+10.5pp | 82.4%+3.8pp | 68.9%+17.3pp |
| Annual return | 13.00% | 26.89%-13.9pp | 80.50%-67.5pp | 26.06%-13.1pp |
| Employer contribution / active EE | $3,447 | $3,371+2.2% | $4,624-25.5% | $2,596+32.8% |
| Participant deferral / active EE | $8,814 | $6,525+35.1% | $8,004+10.1% | $4,274+106.2% |
| Admin fee / account holder | $19,211 | $8,287+131.8% | $14,398+33.4% | $7,775+147.1% |