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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 | $159,978+72.7% | $147,041+87.9% | $145,978+89.3% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 5.55% | 98.36%-92.8pp | 419.21%-413.7pp | 550.52%-545.0pp |
| Employer contribution / active EE | $8,692 | $5,288+64.4% | $4,935+76.1% | $4,662+86.5% |
| Participant deferral / active EE | $9,983 | $8,429+18.4% | $8,071+23.7% | $6,690+49.2% |
| Admin fee / account holder | $1,372 | $15,053-90.9% | $13,006-89.4% | $13,400-89.8% |