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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 | $267,167 | $156,398+70.8% | $147,318+81.4% | $138,895+92.4% |
| Participation rate | 91.3% | 83.8%+7.5pp | 82.1%+9.2pp | 79.9%+11.4pp |
| Annual return | 11.07% | 78.75%-67.7pp | 70.43%-59.4pp | 145.39%-134.3pp |
| Employer contribution / active EE | $4,010 | $4,853-17.4% | $4,593-12.7% | $4,194-4.4% |
| Participant deferral / active EE | $8,950 | $8,237+8.7% | $7,906+13.2% | $6,396+39.9% |
| Admin fee / account holder | $104,559 | $14,976+598.2% | $13,708+662.8% | $12,562+732.3% |