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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 | $431,326 | $174,379+147.3% | $152,093+183.6% | $138,895+210.5% |
| Participation rate | 87.5% | 81.6%+5.9pp | 77.8%+9.7pp | 79.9%+7.6pp |
| Annual return | 10.48% | 74.86%-64.4pp | 66.36%-55.9pp | 145.39%-134.9pp |
| Employer contribution / active EE | $5,774 | $4,652+24.1% | $4,175+38.3% | $4,194+37.7% |
| Participant deferral / active EE | $9,025 | $6,159+46.5% | $5,451+65.6% | $6,396+41.1% |
| Admin fee / account holder | $20,347 | $16,880+20.5% | $14,497+40.4% | $12,562+62.0% |