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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 | $316,036 | $171,492+84.3% | $150,734+109.7% | $198,609+59.1% |
| Participation rate | 76.5% | 81.4%-4.9pp | 78.4%-2.0pp | 82.4%-5.9pp |
| Annual return | 3.17% | 804.70%-801.5pp | 600.81%-597.6pp | 202.70%-199.5pp |
| Employer contribution / active EE | $4,656 | $5,470-14.9% | $4,918-5.3% | $5,055-7.9% |
| Participant deferral / active EE | $9,918 | $6,259+58.5% | $5,610+76.8% | $6,977+42.2% |
| Admin fee / account holder | $14,501 | $17,628-17.7% | $14,905-2.7% | $19,030-23.8% |