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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 | $294,644 | $176,120+67.3% | $159,487+84.7% | $167,553+75.9% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 8.00% | 331.95%-323.9pp | 263.71%-255.7pp | 478.89%-470.9pp |
| Employer contribution / active EE | $3,403 | $5,299-35.8% | $4,831-29.6% | $4,840-29.7% |
| Participant deferral / active EE | $12,453 | $7,752+60.6% | $7,354+69.3% | $6,343+96.3% |
| Admin fee / account holder | $8,580 | $12,561-31.7% | $10,804-20.6% | $12,316-30.3% |