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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 | $276,289 | $160,070+72.6% | $147,117+87.8% | $145,897+89.4% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 5.55% | 98.69%-93.1pp | 420.54%-415.0pp | 552.29%-546.7pp |
| Employer contribution / active EE | $8,692 | $5,285+64.5% | $4,932+76.2% | $4,663+86.4% |
| Participant deferral / active EE | $9,983 | $8,419+18.6% | $8,065+23.8% | $6,689+49.2% |
| Admin fee / account holder | $1,372 | $15,035-90.9% | $12,993-89.4% | $13,390-89.8% |