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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 | $383,051 | $156,398+144.9% | $147,318+160.0% | $138,895+175.8% |
| Participation rate | 83.3% | 83.8%-0.4pp | 82.1%+1.3pp | 79.9%+3.4pp |
| Annual return | 11.87% | 78.75%-66.9pp | 70.43%-58.6pp | 145.39%-133.5pp |
| Employer contribution / active EE | $3,292 | $4,853-32.2% | $4,593-28.3% | $4,194-21.5% |
| Participant deferral / active EE | $14,386 | $8,237+74.6% | $7,906+82.0% | $6,396+124.9% |
| Admin fee / account holder | $11,865 | $14,976-20.8% | $13,708-13.4% | $12,562-5.6% |