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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 | $285,003 | $154,228+84.8% | $145,433+96.0% | $137,256+107.6% |
| Participation rate | 87.5% | 83.8%+3.7pp | 82.1%+5.4pp | 80.0%+7.5pp |
| Annual return | 7.51% | 74.59%-67.1pp | 66.58%-59.1pp | 220.34%-212.8pp |
| Employer contribution / active EE | $1,823 | $4,804-62.1% | $4,554-60.0% | $4,156-56.1% |
| Participant deferral / active EE | $3,944 | $8,216-52.0% | $7,897-50.1% | $6,407-38.4% |
| Admin fee / account holder | $129,067 | $14,344+799.8% | $13,129+883.1% | $12,270+951.9% |