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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 | $530,250 | $112,729+370.4% | $98,716+437.1% | $137,256+286.3% |
| Participation rate | 85.7% | 74.2%+11.5pp | 69.3%+16.4pp | 80.0%+5.8pp |
| Annual return | 7.51% | 38.48%-31.0pp | 31.81%-24.3pp | 220.34%-212.8pp |
| Employer contribution / active EE | $4,392 | $2,725+61.1% | $2,279+92.7% | $4,156+5.7% |
| Participant deferral / active EE | $8,857 | $4,640+90.9% | $4,048+118.8% | $6,407+38.2% |
| Admin fee / account holder | $5,722 | $10,129-43.5% | $8,703-34.3% | $12,270-53.4% |