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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 | $430,226 | $209,422+105.4% | $178,503+141.0% | $158,982+170.6% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 5.73% | 188.81%-183.1pp | 151.12%-145.4pp | 302.99%-297.3pp |
| Employer contribution / active EE | $3,279 | $5,707-42.5% | $5,011-34.6% | $4,763-31.1% |
| Participant deferral / active EE | $8,107 | $5,955+36.1% | $5,202+55.8% | $5,983+35.5% |
| Admin fee / account holder | $17,729 | $17,079+3.8% | $13,987+26.8% | $11,252+57.6% |