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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 | $106,864+248.6% | $147,318+152.9% | $82,637+350.8% |
| Participation rate | 70.3% | 75.5%-5.2pp | 82.1%-11.7pp | 68.1%+2.3pp |
| Annual return | 13.68% | 27.49%-13.8pp | 70.43%-56.8pp | 53.51%-39.8pp |
| Employer contribution / active EE | $8,093 | $3,417+136.9% | $4,593+76.2% | $2,552+217.1% |
| Participant deferral / active EE | $8,349 | $6,496+28.5% | $7,906+5.6% | $4,126+102.3% |
| Admin fee / account holder | $35,948 | $8,415+327.2% | $13,708+162.2% | $7,339+389.8% |