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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 | $344,433 | $174,379+97.5% | $152,093+126.5% | $138,895+148.0% |
| Participation rate | 85.7% | 81.6%+4.1pp | 77.8%+7.9pp | 79.9%+5.8pp |
| Annual return | 10.42% | 74.86%-64.4pp | 66.36%-55.9pp | 145.39%-135.0pp |
| Employer contribution / active EE | $4,286 | $4,652-7.9% | $4,175+2.7% | $4,194+2.2% |
| Participant deferral / active EE | $8,111 | $6,159+31.7% | $5,451+48.8% | $6,396+26.8% |
| Admin fee / account holder | $240,970 | $16,880+1327.5% | $14,497+1562.2% | $12,562+1818.2% |