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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 | $276,108 | $154,228+79.0% | $145,433+89.9% | $137,256+101.2% |
| Participation rate | 83.3% | 83.8%-0.5pp | 82.1%+1.2pp | 80.0%+3.4pp |
| Annual return | 9.99% | 74.59%-64.6pp | 66.58%-56.6pp | 220.34%-210.4pp |
| Employer contribution / active EE | $2,777 | $4,804-42.2% | $4,554-39.0% | $4,156-33.2% |
| Participant deferral / active EE | $7,593 | $8,216-7.6% | $7,897-3.9% | $6,407+18.5% |
| Admin fee / account holder | $1,279 | $14,344-91.1% | $13,129-90.3% | $12,270-89.6% |