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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 | $414,413 | $172,111+140.8% | $150,298+175.7% | $137,256+201.9% |
| Participation rate | 84.6% | 81.7%+2.9pp | 77.8%+6.9pp | 80.0%+4.7pp |
| Annual return | 10.09% | 69.37%-59.3pp | 62.79%-52.7pp | 220.34%-210.3pp |
| Employer contribution / active EE | $1,606 | $4,636-65.4% | $4,154-61.3% | $4,156-61.4% |
| Participant deferral / active EE | $7,815 | $6,166+26.8% | $5,453+43.3% | $6,407+22.0% |
| Admin fee / account holder | $2,286 | $16,471-86.1% | $14,116-83.8% | $12,270-81.4% |