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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 | $284,110 | $106,864+165.9% | $147,318+92.9% | $82,637+243.8% |
| Participation rate | 88.0% | 75.5%+12.5pp | 82.1%+5.9pp | 68.1%+19.9pp |
| Annual return | 13.84% | 27.49%-13.7pp | 70.43%-56.6pp | 53.51%-39.7pp |
| Employer contribution / active EE | $1,741 | $3,417-49.0% | $4,593-62.1% | $2,552-31.8% |
| Participant deferral / active EE | $17,989 | $6,496+176.9% | $7,906+127.5% | $4,126+336.0% |
| Admin fee / account holder | $22,542 | $8,415+167.9% | $13,708+64.4% | $7,339+207.2% |