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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 | $129,737+340.2% | $119,126+379.4% | $154,746+269.1% |
| Participation rate | 81.8% | 78.9%+3.0pp | 75.8%+6.1pp | 80.7%+1.1pp |
| Annual return | 6.07% | 379.08%-373.0pp | 282.11%-276.0pp | 172.34%-166.3pp |
| Employer contribution / active EE | $3,529 | $4,375-19.3% | $4,034-12.5% | $4,379-19.4% |
| Participant deferral / active EE | $11,300 | $5,842+93.4% | $5,318+112.5% | $6,730+67.9% |
| Admin fee / account holder | $2,193 | $11,961-81.7% | $10,693-79.5% | $14,365-84.7% |