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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 | $336,182 | $108,825+208.9% | $156,181+115.3% | $82,448+307.8% |
| Participation rate | 74.4% | 72.4%+2.1pp | 78.8%-4.4pp | 68.1%+6.4pp |
| Annual return | 12.41% | 20.59%-8.2pp | 64.87%-52.5pp | 41.64%-29.2pp |
| Employer contribution / active EE | $2,977 | $2,870+3.7% | $4,294-30.7% | $2,551+16.7% |
| Participant deferral / active EE | $12,774 | $4,577+179.1% | $6,132+108.3% | $4,139+208.6% |
| Admin fee / account holder | $35,172 | $9,341+276.6% | $14,586+141.1% | $7,234+386.2% |