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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 | $300,628 | $102,609+193.0% | $98,090+206.5% | $138,895+116.4% |
| Participation rate | 80.0% | 82.8%-2.8pp | 81.5%-1.5pp | 79.9%+0.1pp |
| Annual return | 8.83% | 36.44%-27.6pp | 37.05%-28.2pp | 145.39%-136.6pp |
| Employer contribution / active EE | $44,755 | $3,867+1057.3% | $3,606+1141.0% | $4,194+967.1% |
| Participant deferral / active EE | $3,998 | $8,167-51.1% | $7,845-49.0% | $6,396-37.5% |
| Admin fee / account holder | $4,393 | $11,434-61.6% | $11,815-62.8% | $12,562-65.0% |