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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 | $294,354 | $178,174+65.2% | $156,181+88.5% | $137,256+114.5% |
| Participation rate | 83.3% | 82.0%+1.3pp | 78.8%+4.5pp | 80.0%+3.4pp |
| Annual return | 6.01% | 84.19%-78.2pp | 64.87%-58.9pp | 220.34%-214.3pp |
| Employer contribution / active EE | $0 | $4,972-100.0% | $4,294-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $6,780 | $6,888-1.6% | $6,132+10.6% | $6,407+5.8% |
| Admin fee / account holder | $4,670 | $17,404-73.2% | $14,586-68.0% | $12,270-61.9% |