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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 | $172,111+100.1% | $150,298+129.2% | $137,256+150.9% |
| Participation rate | 85.7% | 81.7%+4.0pp | 77.8%+8.0pp | 80.0%+5.8pp |
| Annual return | 10.42% | 69.37%-59.0pp | 62.79%-52.4pp | 220.34%-209.9pp |
| Employer contribution / active EE | $4,286 | $4,636-7.6% | $4,154+3.2% | $4,156+3.1% |
| Participant deferral / active EE | $8,111 | $6,166+31.6% | $5,453+48.8% | $6,407+26.6% |
| Admin fee / account holder | $240,970 | $16,471+1363.0% | $14,116+1607.1% | $12,270+1863.9% |