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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 | $369,296 | $156,398+136.1% | $147,318+150.7% | $138,895+165.9% |
| Participation rate | 78.6% | 83.8%-5.2pp | 82.1%-3.5pp | 79.9%-1.3pp |
| Annual return | 6.51% | 78.75%-72.2pp | 70.43%-63.9pp | 145.39%-138.9pp |
| Employer contribution / active EE | $1,612 | $4,853-66.8% | $4,593-64.9% | $4,194-61.6% |
| Participant deferral / active EE | $14,812 | $8,237+79.8% | $7,906+87.3% | $6,396+131.6% |
| Admin fee / account holder | $30,911 | $14,976+106.4% | $13,708+125.5% | $12,562+146.1% |