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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 | $276,088 | $117,829+134.3% | $102,423+169.6% | $145,877+89.3% |
| Participation rate | 78.6% | 78.6%0pp | 76.5%+2.1pp | 80.3%-1.7pp |
| Annual return | 3.18% | 31.83%-28.7pp | 29.42%-26.2pp | 551.28%-548.1pp |
| Employer contribution / active EE | $3,163 | $3,615-12.5% | $3,023+4.6% | $4,663-32.2% |
| Participant deferral / active EE | $5,679 | $5,732-0.9% | $5,054+12.4% | $6,691-15.1% |
| Admin fee / account holder | $41,266 | $13,335+209.4% | $9,455+336.5% | $13,402+207.9% |