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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 | $304,129 | $176,077+72.7% | $159,455+90.7% | $167,518+81.5% |
| Participation rate | 75.0% | 84.9%-9.9pp | 82.8%-7.8pp | 82.1%-7.1pp |
| Annual return | 2.97% | 331.83%-328.9pp | 263.63%-260.7pp | 478.71%-475.7pp |
| Employer contribution / active EE | $2,870 | $5,298-45.8% | $4,830-40.6% | $4,838-40.7% |
| Participant deferral / active EE | $7,410 | $7,751-4.4% | $7,353+0.8% | $6,342+16.8% |
| Admin fee / account holder | $1,292 | $12,556-89.7% | $10,800-88.0% | $12,312-89.5% |