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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 | $396,057 | $157,304+151.8% | $141,197+180.5% | $152,909+159.0% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.5%+0.9pp |
| Annual return | 6.80% | 64.34%-57.5pp | 71.41%-64.6pp | 345.46%-338.7pp |
| Employer contribution / active EE | $2,981 | $5,263-43.4% | $4,736-37.1% | $4,764-37.4% |
| Participant deferral / active EE | $12,041 | $7,111+69.3% | $6,710+79.4% | $5,851+105.8% |
| Admin fee / account holder | $5,737 | $12,126-52.7% | $10,265-44.1% | $11,601-50.5% |