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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 | $370,362 | $174,379+112.4% | $152,093+143.5% | $138,895+166.6% |
| Participation rate | 83.3% | 81.6%+1.7pp | 77.8%+5.6pp | 79.9%+3.4pp |
| Annual return | 9.39% | 74.86%-65.5pp | 66.36%-57.0pp | 145.39%-136.0pp |
| Employer contribution / active EE | $1,499 | $4,652-67.8% | $4,175-64.1% | $4,194-64.3% |
| Participant deferral / active EE | $1,876 | $6,159-69.5% | $5,451-65.6% | $6,396-70.7% |
| Admin fee / account holder | $5,173 | $16,880-69.4% | $14,497-64.3% | $12,562-58.8% |