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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 | $336,481 | $171,492+96.2% | $150,734+123.2% | $198,609+69.4% |
| Participation rate | 87.5% | 81.4%+6.1pp | 78.4%+9.1pp | 82.4%+5.1pp |
| Annual return | 3.41% | 804.70%-801.3pp | 600.81%-597.4pp | 202.70%-199.3pp |
| Employer contribution / active EE | $2,845 | $5,470-48.0% | $4,918-42.2% | $5,055-43.7% |
| Participant deferral / active EE | $9,303 | $6,259+48.6% | $5,610+65.8% | $6,977+33.3% |
| Admin fee / account holder | $8,721 | $17,628-50.5% | $14,905-41.5% | $19,030-54.2% |