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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 | $372,524 | $106,749+249.0% | $145,433+156.1% | $82,448+351.8% |
| Participation rate | 70.3% | 75.6%-5.3pp | 82.1%-11.8pp | 68.1%+2.3pp |
| Annual return | 13.68% | 27.59%-13.9pp | 66.58%-52.9pp | 41.64%-28.0pp |
| Employer contribution / active EE | $8,093 | $3,444+135.0% | $4,554+77.7% | $2,551+217.3% |
| Participant deferral / active EE | $8,349 | $6,519+28.1% | $7,897+5.7% | $4,139+101.7% |
| Admin fee / account holder | $35,948 | $8,390+328.5% | $13,129+173.8% | $7,234+396.9% |