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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 | $106,864+210.3% | $147,318+125.1% | $82,637+301.2% |
| Participation rate | 82.9% | 75.5%+7.4pp | 82.1%+0.8pp | 68.1%+14.8pp |
| Annual return | 13.87% | 27.49%-13.6pp | 70.43%-56.6pp | 53.51%-39.6pp |
| Employer contribution / active EE | $4,137 | $3,417+21.1% | $4,593-9.9% | $2,552+62.1% |
| Participant deferral / active EE | $11,062 | $6,496+70.3% | $7,906+39.9% | $4,126+168.1% |
| Admin fee / account holder | $394 | $8,415-95.3% | $13,708-97.1% | $7,339-94.6% |