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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 | $278,068 | $183,592+51.5% | $155,574+78.7% | $145,877+90.6% |
| Participation rate | 92.3% | 82.7%+9.6pp | 78.2%+14.1pp | 80.3%+12.0pp |
| Annual return | 7.48% | 61.37%-53.9pp | 64.87%-57.4pp | 551.28%-543.8pp |
| Employer contribution / active EE | $1,338 | $5,317-74.8% | $4,676-71.4% | $4,663-71.3% |
| Participant deferral / active EE | $3,847 | $6,466-40.5% | $5,629-31.7% | $6,691-42.5% |
| Admin fee / account holder | $103,695 | $19,316+436.8% | $15,914+551.6% | $13,402+673.7% |