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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 | $331,557 | $106,749+210.6% | $145,433+128.0% | $82,448+302.1% |
| Participation rate | 82.9% | 75.6%+7.2pp | 82.1%+0.7pp | 68.1%+14.8pp |
| Annual return | 13.87% | 27.59%-13.7pp | 66.58%-52.7pp | 41.64%-27.8pp |
| Employer contribution / active EE | $4,137 | $3,444+20.1% | $4,554-9.2% | $2,551+62.2% |
| Participant deferral / active EE | $11,062 | $6,519+69.7% | $7,897+40.1% | $4,139+167.2% |
| Admin fee / account holder | $394 | $8,390-95.3% | $13,129-97.0% | $7,234-94.6% |