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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 | $297,538 | $91,559+225.0% | $133,971+122.1% | $79,852+272.6% |
| Participation rate | 97.6% | 73.3%+24.3pp | 79.8%+17.8pp | 69.6%+28.0pp |
| Annual return | 5.03% | 61.85%-56.8pp | 45.09%-40.1pp | 31.72%-26.7pp |
| Employer contribution / active EE | $7,087 | $2,384+197.3% | $3,919+80.8% | $2,471+186.8% |
| Participant deferral / active EE | $3,819 | $3,734+2.3% | $5,047-24.3% | $3,740+2.1% |
| Admin fee / account holder | $5,607 | $6,321-11.3% | $8,929-37.2% | $5,306+5.7% |