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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 | $287,052 | $165,361+73.6% | $149,715+91.7% | $158,950+80.6% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 7.56% | 348.24%-340.7pp | 276.66%-269.1pp | 302.91%-295.4pp |
| Employer contribution / active EE | $4,134 | $5,103-19.0% | $4,645-11.0% | $4,762-13.2% |
| Participant deferral / active EE | $7,988 | $7,182+11.2% | $6,842+16.8% | $5,983+33.5% |
| Admin fee / account holder | $102,444 | $10,808+847.9% | $9,310+1000.4% | $11,248+810.7% |