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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 | $264,602 | $78,520+237.0% | $96,576+174.0% | $82,448+220.9% |
| Participation rate | 81.5% | 77.7%+3.8pp | 81.4%0pp | 68.1%+13.4pp |
| Annual return | 12.38% | 41.30%-28.9pp | 38.47%-26.1pp | 41.64%-29.3pp |
| Employer contribution / active EE | $3,573 | $2,630+35.9% | $3,553+0.6% | $2,551+40.1% |
| Participant deferral / active EE | $10,277 | $6,754+52.2% | $7,956+29.2% | $4,139+148.3% |
| Admin fee / account holder | $51,986 | $13,455+286.4% | $11,381+356.8% | $7,234+618.6% |