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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 | $311,558 | $99,053+214.5% | $88,179+253.3% | $138,895+124.3% |
| Participation rate | 76.9% | 74.2%+2.7pp | 69.1%+7.8pp | 79.9%-3.0pp |
| Annual return | 8.95% | 78.17%-69.2pp | 64.97%-56.0pp | 145.39%-136.4pp |
| Employer contribution / active EE | $3,962 | $2,882+37.5% | $2,549+55.4% | $4,194-5.5% |
| Participant deferral / active EE | $13,758 | $5,225+163.3% | $4,614+198.2% | $6,396+115.1% |
| Admin fee / account holder | $9,115 | $8,748+4.2% | $7,673+18.8% | $12,562-27.4% |