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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 | $349,466 | $118,488+194.9% | $98,462+254.9% | $139,487+150.5% |
| Participation rate | 80.0% | 77.5%+2.5pp | 75.2%+4.8pp | 80.3%-0.3pp |
| Annual return | 5.30% | 18.96%-13.7pp | 21.17%-15.9pp | 373.84%-368.5pp |
| Employer contribution / active EE | $5,119 | $3,611+41.8% | $3,049+67.9% | $4,755+7.7% |
| Participant deferral / active EE | $9,432 | $5,393+74.9% | $4,738+99.1% | $6,713+40.5% |
| Admin fee / account holder | $8,722 | $13,868-37.1% | $8,875-1.7% | $11,407-23.5% |