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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 | $332,161 | $89,364+271.7% | $141,177+135.3% | $72,983+355.1% |
| Participation rate | 71.4% | 75.1%-3.7pp | 82.5%-11.0pp | 69.5%+1.9pp |
| Annual return | 17.09% | 111.86%-94.8pp | 71.40%-54.3pp | 81.01%-63.9pp |
| Employer contribution / active EE | $2,823 | $3,115-9.4% | $4,736-40.4% | $2,440+15.7% |
| Participant deferral / active EE | $9,742 | $5,419+79.8% | $6,710+45.2% | $3,608+170.0% |
| Admin fee / account holder | $9,967 | $5,959+67.3% | $10,263-2.9% | $5,124+94.5% |