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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 | $448,545 | $148,623+201.8% | $135,974+229.9% | $139,466+221.6% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 5.10% | 79.30%-74.2pp | 68.30%-63.2pp | 373.66%-368.6pp |
| Employer contribution / active EE | $1,750 | $5,246-66.6% | $4,859-64.0% | $4,754-63.2% |
| Participant deferral / active EE | $23,944 | $8,103+195.5% | $7,760+208.6% | $6,712+256.7% |
| Admin fee / account holder | $5,867 | $12,406-52.7% | $10,767-45.5% | $11,409-48.6% |