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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 | $345,921 | $108,825+217.9% | $156,181+121.5% | $82,448+319.6% |
| Participation rate | 81.5% | 72.4%+9.1pp | 78.8%+2.7pp | 68.1%+13.4pp |
| Annual return | 7.15% | 20.59%-13.4pp | 64.87%-57.7pp | 41.64%-34.5pp |
| Employer contribution / active EE | $3,122 | $2,870+8.8% | $4,294-27.3% | $2,551+22.4% |
| Participant deferral / active EE | $6,450 | $4,577+40.9% | $6,132+5.2% | $4,139+55.8% |
| Admin fee / account holder | $8,705 | $9,341-6.8% | $14,586-40.3% | $7,234+20.3% |