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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 | $290,920 | $94,031+209.4% | $115,768+151.3% | $82,448+252.9% |
| Participation rate | 94.6% | 70.4%+24.2pp | 74.4%+20.2pp | 68.1%+26.5pp |
| Annual return | 9.34% | 20.61%-11.3pp | 100.46%-91.1pp | 41.64%-32.3pp |
| Employer contribution / active EE | $3,700 | $2,323+59.3% | $2,940+25.9% | $2,551+45.1% |
| Participant deferral / active EE | $8,403 | $3,972+111.6% | $4,917+70.9% | $4,139+103.0% |
| Admin fee / account holder | $9,437 | $10,249-7.9% | $12,439-24.1% | $7,234+30.4% |