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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 | $154,228+111.5% | $145,433+124.3% | $137,256+137.7% |
| Participation rate | 71.4% | 83.8%-12.4pp | 82.1%-10.7pp | 80.0%-8.5pp |
| Annual return | 12.15% | 74.59%-62.4pp | 66.58%-54.4pp | 220.34%-208.2pp |
| Employer contribution / active EE | $2,163 | $4,804-55.0% | $4,554-52.5% | $4,156-48.0% |
| Participant deferral / active EE | $8,807 | $8,216+7.2% | $7,897+11.5% | $6,407+37.5% |
| Admin fee / account holder | $1,896 | $14,344-86.8% | $13,129-85.6% | $12,270-84.5% |