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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 | $261,786 | $135,956+92.6% | $123,894+111.3% | $273,970-4.4% |
| Participation rate | 94.1% | 84.1%+10.1pp | 81.4%+12.7pp | 83.0%+11.1pp |
| Annual return | 0.54% | 56.63%-56.1pp | 47.52%-47.0pp | 41.46%-40.9pp |
| Employer contribution / active EE | $3,020 | $5,170-41.6% | $4,617-34.6% | $4,869-38.0% |
| Participant deferral / active EE | $5,351 | $6,343-15.6% | $5,984-10.6% | $5,287+1.2% |
| Admin fee / account holder | $13,266 | $9,817+35.1% | $8,357+58.7% | $10,132+30.9% |