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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 | $314,312 | $154,228+103.8% | $145,433+116.1% | $137,256+129.0% |
| Participation rate | 90.0% | 83.8%+6.2pp | 82.1%+7.9pp | 80.0%+10.0pp |
| Annual return | 12.14% | 74.59%-62.5pp | 66.58%-54.4pp | 220.34%-208.2pp |
| Employer contribution / active EE | $4,089 | $4,804-14.9% | $4,554-10.2% | $4,156-1.6% |
| Participant deferral / active EE | $7,681 | $8,216-6.5% | $7,897-2.7% | $6,407+19.9% |
| Admin fee / account holder | $3,034 | $14,344-78.8% | $13,129-76.9% | $12,270-75.3% |