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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 | $350,934 | $165,361+112.2% | $149,715+134.4% | $158,950+120.8% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 5.47% | 348.24%-342.8pp | 276.66%-271.2pp | 302.91%-297.4pp |
| Employer contribution / active EE | $1,944 | $5,103-61.9% | $4,645-58.1% | $4,762-59.2% |
| Participant deferral / active EE | $13,000 | $7,182+81.0% | $6,842+90.0% | $5,983+117.3% |
| Admin fee / account holder | $1,122 | $10,808-89.6% | $9,310-87.9% | $11,248-90.0% |