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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 | $185,312+81.4% | $161,489+108.2% | $154,746+117.3% |
| Participation rate | 71.4% | 82.5%-11.0pp | 78.7%-7.3pp | 80.7%-9.3pp |
| Annual return | 3.98% | 103.84%-99.9pp | 89.72%-85.7pp | 172.34%-168.4pp |
| Employer contribution / active EE | $2,296 | $4,769-51.9% | $4,268-46.2% | $4,379-47.6% |
| Participant deferral / active EE | $7,651 | $6,350+20.5% | $5,630+35.9% | $6,730+13.7% |
| Admin fee / account holder | $19,828 | $18,654+6.3% | $16,006+23.9% | $14,365+38.0% |