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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 | $402,313 | $176,120+128.4% | $159,487+152.3% | $167,553+140.1% |
| Participation rate | 87.5% | 85.0%+2.5pp | 82.8%+4.7pp | 82.1%+5.4pp |
| Annual return | 9.46% | 331.95%-322.5pp | 263.71%-254.2pp | 478.89%-469.4pp |
| Employer contribution / active EE | $1,020 | $5,299-80.8% | $4,831-78.9% | $4,840-78.9% |
| Participant deferral / active EE | $7,110 | $7,752-8.3% | $7,354-3.3% | $6,343+12.1% |
| Admin fee / account holder | $778 | $12,561-93.8% | $10,804-92.8% | $12,316-93.7% |