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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 | $463,134 | $174,379+165.6% | $152,093+204.5% | $138,895+233.4% |
| Participation rate | 92.3% | 81.6%+10.7pp | 77.8%+14.5pp | 79.9%+12.4pp |
| Annual return | 10.56% | 74.86%-64.3pp | 66.36%-55.8pp | 145.39%-134.8pp |
| Employer contribution / active EE | $3,327 | $4,652-28.5% | $4,175-20.3% | $4,194-20.7% |
| Participant deferral / active EE | $4,916 | $6,159-20.2% | $5,451-9.8% | $6,396-23.1% |
| Admin fee / account holder | $1,409 | $16,880-91.7% | $14,497-90.3% | $12,562-88.8% |