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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 | $106,524+249.7% | $152,301+144.6% | $87,485+325.8% |
| Participation rate | 70.3% | 75.8%-5.4pp | 82.4%-12.1pp | 68.9%+1.4pp |
| Annual return | 13.68% | 26.89%-13.2pp | 80.50%-66.8pp | 26.06%-12.4pp |
| Employer contribution / active EE | $8,093 | $3,371+140.1% | $4,624+75.0% | $2,596+211.7% |
| Participant deferral / active EE | $8,349 | $6,525+28.0% | $8,004+4.3% | $4,274+95.4% |
| Admin fee / account holder | $35,948 | $8,287+333.8% | $14,398+149.7% | $7,775+362.4% |