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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 | $396,827 | $139,948+183.6% | $121,663+226.2% | $154,746+156.4% |
| Participation rate | 80.0% | 78.0%+2.0pp | 74.5%+5.5pp | 80.7%-0.7pp |
| Annual return | 4.98% | 230.52%-225.5pp | 147.54%-142.6pp | 172.34%-167.4pp |
| Employer contribution / active EE | $4,639 | $3,521+31.8% | $3,020+53.6% | $4,379+5.9% |
| Participant deferral / active EE | $9,698 | $5,629+72.3% | $4,887+98.4% | $6,730+44.1% |
| Admin fee / account holder | $5,103 | $17,321-70.5% | $14,289-64.3% | $14,365-64.5% |