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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 | $139,948+174.0% | $121,663+215.2% | $154,746+147.8% |
| Participation rate | 82.6% | 78.0%+4.6pp | 74.5%+8.1pp | 80.7%+1.9pp |
| Annual return | 6.55% | 230.52%-224.0pp | 147.54%-141.0pp | 172.34%-165.8pp |
| Employer contribution / active EE | $7,662 | $3,521+117.6% | $3,020+153.7% | $4,379+75.0% |
| Participant deferral / active EE | $1,981 | $5,629-64.8% | $4,887-59.5% | $6,730-70.6% |
| Admin fee / account holder | $5,410 | $17,321-68.8% | $14,289-62.1% | $14,365-62.3% |