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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 | $477,580 | $155,555+207.0% | $146,866+225.2% | $155,188+207.7% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.5%+6.4pp | 80.8%+8.1pp |
| Annual return | 8.10% | 115.41%-107.3pp | 102.85%-94.8pp | 148.84%-140.7pp |
| Employer contribution / active EE | $2,562 | $4,647-44.9% | $4,425-42.1% | $4,248-39.7% |
| Participant deferral / active EE | $10,614 | $8,044+31.9% | $7,759+36.8% | $6,531+62.5% |
| Admin fee / account holder | $1,134 | $14,755-92.3% | $13,620-91.7% | $14,480-92.2% |