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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 | $283,616 | $209,425+35.4% | $178,499+58.9% | $158,966+78.4% |
| Participation rate | 85.7% | 86.4%-0.6pp | 81.9%+3.8pp | 82.0%+3.8pp |
| Annual return | 5.91% | 188.80%-182.9pp | 151.10%-145.2pp | 302.95%-297.0pp |
| Employer contribution / active EE | $8,466 | $5,707+48.3% | $5,011+68.9% | $4,762+77.8% |
| Participant deferral / active EE | $4,862 | $5,955-18.3% | $5,202-6.5% | $5,983-18.7% |
| Admin fee / account holder | $1,644 | $17,078-90.4% | $13,986-88.2% | $11,250-85.4% |