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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 | $378,905 | $154,228+145.7% | $145,433+160.5% | $137,256+176.1% |
| Participation rate | 87.5% | 83.8%+3.7pp | 82.1%+5.4pp | 80.0%+7.5pp |
| Annual return | 12.17% | 74.59%-62.4pp | 66.58%-54.4pp | 220.34%-208.2pp |
| Employer contribution / active EE | $2,249 | $4,804-53.2% | $4,554-50.6% | $4,156-45.9% |
| Participant deferral / active EE | $9,242 | $8,216+12.5% | $7,897+17.0% | $6,407+44.3% |
| Admin fee / account holder | $190,957 | $14,344+1231.3% | $13,129+1354.5% | $12,270+1456.3% |