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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 | $280,277 | $90,674+209.1% | $96,707+189.8% | $82,448+239.9% |
| Participation rate | 92.0% | 75.9%+16.1pp | 80.4%+11.6pp | 68.1%+23.9pp |
| Annual return | 10.24% | 49.05%-38.8pp | 34.78%-24.5pp | 41.64%-31.4pp |
| Employer contribution / active EE | $3,017 | $3,975-24.1% | $4,191-28.0% | $2,551+18.3% |
| Participant deferral / active EE | $11,807 | $5,696+107.3% | $5,997+96.9% | $4,139+185.2% |
| Admin fee / account holder | $8,885 | $7,568+17.4% | $7,503+18.4% | $7,234+22.8% |