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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 | $571,150 | $111,535+412.1% | $105,223+442.8% | $137,256+316.1% |
| Participation rate | 81.8% | 78.1%+3.7pp | 75.0%+6.8pp | 80.0%+1.9pp |
| Annual return | 6.07% | 237.85%-231.8pp | 180.65%-174.6pp | 220.34%-214.3pp |
| Employer contribution / active EE | $3,529 | $3,939-10.4% | $3,689-4.3% | $4,156-15.1% |
| Participant deferral / active EE | $11,300 | $5,500+105.5% | $5,072+122.8% | $6,407+76.4% |
| Admin fee / account holder | $2,193 | $9,721-77.4% | $8,859-75.2% | $12,270-82.1% |