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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 | $366,709 | $95,453+284.2% | $112,040+227.3% | $82,448+344.8% |
| Participation rate | 92.5% | 72.8%+19.7pp | 76.5%+16.0pp | 68.1%+24.4pp |
| Annual return | 12.18% | 23.92%-11.7pp | 24.52%-12.3pp | 41.64%-29.5pp |
| Employer contribution / active EE | $804 | $2,318-65.3% | $2,954-72.8% | $2,551-68.5% |
| Participant deferral / active EE | $5,972 | $4,224+41.4% | $5,098+17.1% | $4,139+44.3% |
| Admin fee / account holder | $11,568 | $9,013+28.3% | $12,098-4.4% | $7,234+59.9% |