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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 | $327,276 | $154,228+112.2% | $145,433+125.0% | $137,256+138.4% |
| Participation rate | 91.7% | 83.8%+7.9pp | 82.1%+9.5pp | 80.0%+11.7pp |
| Annual return | 11.65% | 74.59%-62.9pp | 66.58%-54.9pp | 220.34%-208.7pp |
| Employer contribution / active EE | $1,975 | $4,804-58.9% | $4,554-56.6% | $4,156-52.5% |
| Participant deferral / active EE | $6,958 | $8,216-15.3% | $7,897-11.9% | $6,407+8.6% |
| Admin fee / account holder | $4,111 | $14,344-71.3% | $13,129-68.7% | $12,270-66.5% |