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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 | $432,870 | $156,398+176.8% | $147,318+193.8% | $138,895+211.7% |
| Participation rate | 87.5% | 83.8%+3.7pp | 82.1%+5.4pp | 79.9%+7.6pp |
| Annual return | 11.92% | 78.75%-66.8pp | 70.43%-58.5pp | 145.39%-133.5pp |
| Employer contribution / active EE | $4,283 | $4,853-11.8% | $4,593-6.8% | $4,194+2.1% |
| Participant deferral / active EE | $8,624 | $8,237+4.7% | $7,906+9.1% | $6,396+34.8% |
| Admin fee / account holder | $40,680 | $14,976+171.6% | $13,708+196.8% | $12,562+223.8% |