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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 | $252,122 | $51,638+388.3% | $68,368+268.8% | $82,448+205.8% |
| Participation rate | 82.8% | 63.6%+19.1pp | 73.8%+9.0pp | 68.1%+14.7pp |
| Annual return | 9.93% | 37.53%-27.6pp | 292.57%-282.6pp | 41.64%-31.7pp |
| Employer contribution / active EE | $3,986 | $2,047+94.8% | $2,649+50.5% | $2,551+56.3% |
| Participant deferral / active EE | $7,580 | $2,914+160.2% | $4,123+83.9% | $4,139+83.1% |
| Admin fee / account holder | $2,216 | $4,643-52.3% | $5,150-57.0% | $7,234-69.4% |