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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 | $310,457 | $209,336+48.3% | $197,124+57.5% | $137,256+126.2% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 3.08% | 48.09%-45.0pp | 44.34%-41.3pp | 220.34%-217.3pp |
| Employer contribution / active EE | $4,195 | $6,591-36.4% | $6,227-32.6% | $4,156+0.9% |
| Participant deferral / active EE | $11,822 | $9,614+23.0% | $9,135+29.4% | $6,407+84.5% |
| Admin fee / account holder | $1,723 | $17,308-90.0% | $16,298-89.4% | $12,270-86.0% |