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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 | $49,976+404.5% | $66,674+278.1% | $82,637+205.1% |
| Participation rate | 82.8% | 63.1%+19.7pp | 73.7%+9.1pp | 68.1%+14.7pp |
| Annual return | 9.93% | 39.09%-29.2pp | 321.24%-311.3pp | 53.51%-43.6pp |
| Employer contribution / active EE | $3,986 | $1,988+100.5% | $2,620+52.1% | $2,552+56.2% |
| Participant deferral / active EE | $7,580 | $2,847+166.3% | $4,084+85.6% | $4,126+83.7% |
| Admin fee / account holder | $2,216 | $4,594-51.8% | $5,098-56.5% | $7,339-69.8% |