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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 | $275,332 | $154,228+78.5% | $145,433+89.3% | $137,256+100.6% |
| Participation rate | 81.3% | 83.8%-2.5pp | 82.1%-0.9pp | 80.0%+1.3pp |
| Annual return | 6.20% | 74.59%-68.4pp | 66.58%-60.4pp | 220.34%-214.1pp |
| Employer contribution / active EE | $3,334 | $4,804-30.6% | $4,554-26.8% | $4,156-19.8% |
| Participant deferral / active EE | $11,108 | $8,216+35.2% | $7,897+40.7% | $6,407+73.4% |
| Admin fee / account holder | $27,311 | $14,344+90.4% | $13,129+108.0% | $12,270+122.6% |