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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 | $148,582+201.9% | $135,942+230.0% | $139,456+221.6% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 5.10% | 79.26%-74.2pp | 68.28%-63.2pp | 373.45%-368.3pp |
| Employer contribution / active EE | $1,750 | $5,245-66.6% | $4,858-64.0% | $4,753-63.2% |
| Participant deferral / active EE | $23,944 | $8,101+195.6% | $7,759+208.6% | $6,711+256.8% |
| Admin fee / account holder | $5,867 | $12,402-52.7% | $10,764-45.5% | $11,407-48.6% |