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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 | $288,739 | $103,392+179.3% | $87,104+231.5% | $152,897+88.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 9.40% | 28.10%-18.7pp | 28.19%-18.8pp | 345.43%-336.0pp |
| Employer contribution / active EE | $1,783 | $3,221-44.7% | $2,521-29.3% | $4,764-62.6% |
| Participant deferral / active EE | $5,022 | $4,778+5.1% | $4,048+24.0% | $5,851-14.2% |
| Admin fee / account holder | $5,546 | $12,194-54.5% | $7,491-26.0% | $11,599-52.2% |