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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 | $106,864+218.4% | $147,318+131.0% | $82,637+311.8% |
| Participation rate | 86.2% | 75.5%+10.7pp | 82.1%+4.1pp | 68.1%+18.2pp |
| Annual return | 13.00% | 27.49%-14.5pp | 70.43%-57.4pp | 53.51%-40.5pp |
| Employer contribution / active EE | $3,447 | $3,417+0.9% | $4,593-24.9% | $2,552+35.1% |
| Participant deferral / active EE | $8,814 | $6,496+35.7% | $7,906+11.5% | $4,126+113.6% |
| Admin fee / account holder | $19,211 | $8,415+128.3% | $13,708+40.1% | $7,339+161.8% |