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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 | $106,974+230.2% | $90,796+289.0% | $138,895+154.3% |
| Participation rate | 72.7% | 74.9%-2.1pp | 69.5%+3.2pp | 79.9%-7.2pp |
| Annual return | 8.77% | 20.10%-11.3pp | 19.29%-10.5pp | 145.39%-136.6pp |
| Employer contribution / active EE | $2,841 | $2,609+8.9% | $2,294+23.8% | $4,194-32.3% |
| Participant deferral / active EE | $7,039 | $4,455+58.0% | $3,822+84.2% | $6,396+10.0% |
| Admin fee / account holder | $7,337 | $8,626-14.9% | $7,024+4.5% | $12,562-41.6% |