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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 | $305,215 | $196,972+55.0% | $182,262+67.5% | $198,609+53.7% |
| Participation rate | 88.2% | 85.7%+2.5pp | 84.2%+4.0pp | 82.4%+5.9pp |
| Annual return | 4.12% | 158.27%-154.2pp | 140.60%-136.5pp | 202.70%-198.6pp |
| Employer contribution / active EE | $8,954 | $5,364+66.9% | $5,046+77.4% | $5,055+77.1% |
| Participant deferral / active EE | $5,885 | $8,643-31.9% | $8,276-28.9% | $6,977-15.6% |
| Admin fee / account holder | $2,575 | $18,429-86.0% | $16,712-84.6% | $19,030-86.5% |