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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 | $336,200 | $172,111+95.3% | $150,298+123.7% | $137,256+144.9% |
| Participation rate | 71.4% | 81.7%-10.3pp | 77.8%-6.3pp | 80.0%-8.5pp |
| Annual return | 3.98% | 69.37%-65.4pp | 62.79%-58.8pp | 220.34%-216.4pp |
| Employer contribution / active EE | $2,296 | $4,636-50.5% | $4,154-44.7% | $4,156-44.8% |
| Participant deferral / active EE | $7,651 | $6,166+24.1% | $5,453+40.3% | $6,407+19.4% |
| Admin fee / account holder | $19,828 | $16,471+20.4% | $14,116+40.5% | $12,270+61.6% |