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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 | $275,332 | $162,136+69.8% | $152,301+80.8% | $154,746+77.9% |
| Participation rate | 81.3% | 84.1%-2.9pp | 82.4%-1.2pp | 80.7%+0.5pp |
| Annual return | 6.20% | 91.02%-84.8pp | 80.50%-74.3pp | 172.34%-166.1pp |
| Employer contribution / active EE | $3,334 | $4,890-31.8% | $4,624-27.9% | $4,379-23.9% |
| Participant deferral / active EE | $11,108 | $8,341+33.2% | $8,004+38.8% | $6,730+65.0% |
| Admin fee / account holder | $27,311 | $15,759+73.3% | $14,398+89.7% | $14,365+90.1% |