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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 | $275,473 | $106,524+158.6% | $152,301+80.9% | $87,485+214.9% |
| Participation rate | 71.1% | 75.8%-4.7pp | 82.4%-11.4pp | 68.9%+2.1pp |
| Annual return | 11.93% | 26.89%-15.0pp | 80.50%-68.6pp | 26.06%-14.1pp |
| Employer contribution / active EE | $3,605 | $3,371+6.9% | $4,624-22.1% | $2,596+38.8% |
| Participant deferral / active EE | $9,704 | $6,525+48.7% | $8,004+21.2% | $4,274+127.1% |
| Admin fee / account holder | $7,643 | $8,287-7.8% | $14,398-46.9% | $7,775-1.7% |