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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 | $293,594 | $162,136+81.1% | $152,301+92.8% | $154,746+89.7% |
| Participation rate | 85.7% | 84.1%+1.6pp | 82.4%+3.3pp | 80.7%+5.0pp |
| Annual return | 7.31% | 91.02%-83.7pp | 80.50%-73.2pp | 172.34%-165.0pp |
| Employer contribution / active EE | $23,843 | $4,890+387.6% | $4,624+415.6% | $4,379+444.5% |
| Participant deferral / active EE | $6,124 | $8,341-26.6% | $8,004-23.5% | $6,730-9.0% |
| Admin fee / account holder | $177,160 | $15,759+1024.2% | $14,398+1130.5% | $14,365+1133.3% |