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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 | $268,891 | $156,398+71.9% | $147,318+82.5% | $138,895+93.6% |
| Participation rate | 83.3% | 83.8%-0.4pp | 82.1%+1.3pp | 79.9%+3.4pp |
| Annual return | 12.22% | 78.75%-66.5pp | 70.43%-58.2pp | 145.39%-133.2pp |
| Employer contribution / active EE | $2,536 | $4,853-47.8% | $4,593-44.8% | $4,194-39.5% |
| Participant deferral / active EE | $3,142 | $8,237-61.9% | $7,906-60.3% | $6,396-50.9% |
| Admin fee / account holder | $10,085 | $14,976-32.7% | $13,708-26.4% | $12,562-19.7% |