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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 | $326,268 | $156,398+108.6% | $147,318+121.5% | $138,895+134.9% |
| Participation rate | 71.4% | 83.8%-12.3pp | 82.1%-10.6pp | 79.9%-8.5pp |
| Annual return | 12.15% | 78.75%-66.6pp | 70.43%-58.3pp | 145.39%-133.2pp |
| Employer contribution / active EE | $2,163 | $4,853-55.4% | $4,593-52.9% | $4,194-48.4% |
| Participant deferral / active EE | $8,807 | $8,237+6.9% | $7,906+11.4% | $6,396+37.7% |
| Admin fee / account holder | $1,896 | $14,976-87.3% | $13,708-86.2% | $12,562-84.9% |