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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 | $162,136+88.2% | $152,301+100.4% | $154,746+97.2% |
| Participation rate | 88.2% | 84.1%+4.1pp | 82.4%+5.8pp | 80.7%+7.5pp |
| Annual return | 4.12% | 91.02%-86.9pp | 80.50%-76.4pp | 172.34%-168.2pp |
| Employer contribution / active EE | $8,954 | $4,890+83.1% | $4,624+93.6% | $4,379+104.5% |
| Participant deferral / active EE | $5,885 | $8,341-29.4% | $8,004-26.5% | $6,730-12.6% |
| Admin fee / account holder | $2,575 | $15,759-83.7% | $14,398-82.1% | $14,365-82.1% |