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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 | $328,250 | $172,111+90.7% | $150,298+118.4% | $137,256+139.2% |
| Participation rate | 92.3% | 81.7%+10.6pp | 77.8%+14.5pp | 80.0%+12.3pp |
| Annual return | 9.52% | 69.37%-59.8pp | 62.79%-53.3pp | 220.34%-210.8pp |
| Employer contribution / active EE | $1,449 | $4,636-68.7% | $4,154-65.1% | $4,156-65.1% |
| Participant deferral / active EE | $3,925 | $6,166-36.3% | $5,453-28.0% | $6,407-38.7% |
| Admin fee / account holder | $16,821 | $16,471+2.1% | $14,116+19.2% | $12,270+37.1% |