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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 | $253,702 | $160,028+58.5% | $147,080+72.5% | $145,884+73.9% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.2%+7.8pp | 80.3%+9.7pp |
| Annual return | 7.00% | 98.60%-91.6pp | 420.17%-413.2pp | 551.85%-544.8pp |
| Employer contribution / active EE | $4,225 | $5,286-20.1% | $4,933-14.4% | $4,662-9.4% |
| Participant deferral / active EE | $10,980 | $8,422+30.4% | $8,066+36.1% | $6,690+64.1% |
| Admin fee / account holder | $1,360 | $15,030-90.9% | $12,989-89.5% | $13,392-89.8% |