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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 | $353,188 | $102,245+245.4% | $89,340+295.3% | $137,256+157.3% |
| Participation rate | 72.7% | 74.9%-2.2pp | 69.6%+3.2pp | 80.0%-7.2pp |
| Annual return | 8.77% | 21.89%-13.1pp | 20.57%-11.8pp | 220.34%-211.6pp |
| Employer contribution / active EE | $2,841 | $2,529+12.3% | $2,231+27.3% | $4,156-31.6% |
| Participant deferral / active EE | $7,039 | $4,436+58.7% | $3,823+84.1% | $6,407+9.9% |
| Admin fee / account holder | $7,337 | $8,085-9.2% | $6,704+9.5% | $12,270-40.2% |