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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 | $331,388 | $157,276+110.7% | $141,177+134.7% | $152,885+116.8% |
| Participation rate | 90.0% | 84.8%+5.2pp | 82.5%+7.5pp | 82.5%+7.5pp |
| Annual return | 11.21% | 64.33%-53.1pp | 71.40%-60.2pp | 345.39%-334.2pp |
| Employer contribution / active EE | $3,913 | $5,262-25.6% | $4,736-17.4% | $4,763-17.8% |
| Participant deferral / active EE | $5,514 | $7,110-22.5% | $6,710-17.8% | $5,851-5.8% |
| Admin fee / account holder | $2,609 | $12,123-78.5% | $10,263-74.6% | $11,598-77.5% |