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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 | $276,613 | $88,672+211.9% | $105,223+162.9% | $82,448+235.5% |
| Participation rate | 93.6% | 67.9%+25.7pp | 75.0%+18.6pp | 68.1%+25.5pp |
| Annual return | 6.01% | 30.86%-24.8pp | 180.65%-174.6pp | 41.64%-35.6pp |
| Employer contribution / active EE | $6,851 | $3,048+124.8% | $3,689+85.7% | $2,551+168.6% |
| Participant deferral / active EE | $6,639 | $4,036+64.5% | $5,072+30.9% | $4,139+60.4% |
| Admin fee / account holder | $1,724 | $7,146-75.9% | $8,859-80.5% | $7,234-76.2% |