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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 | $383,457 | $132,634+189.1% | $115,768+231.2% | $137,256+179.4% |
| Participation rate | 82.6% | 77.9%+4.7pp | 74.4%+8.2pp | 80.0%+2.6pp |
| Annual return | 6.55% | 160.70%-154.2pp | 100.46%-93.9pp | 220.34%-213.8pp |
| Employer contribution / active EE | $7,662 | $3,360+128.1% | $2,940+160.6% | $4,156+84.4% |
| Participant deferral / active EE | $1,981 | $5,619-64.7% | $4,917-59.7% | $6,407-69.1% |
| Admin fee / account holder | $5,410 | $15,028-64.0% | $12,439-56.5% | $12,270-55.9% |