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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 | $253,339 | $156,398+62.0% | $147,318+72.0% | $138,895+82.4% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 79.9%-4.9pp |
| Annual return | 11.28% | 78.75%-67.5pp | 70.43%-59.2pp | 145.39%-134.1pp |
| Employer contribution / active EE | $9,717 | $4,853+100.2% | $4,593+111.6% | $4,194+131.7% |
| Participant deferral / active EE | $20,828 | $8,237+152.8% | $7,906+163.4% | $6,396+225.6% |
| Admin fee / account holder | $2,106 | $14,976-85.9% | $13,708-84.6% | $12,562-83.2% |