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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 | $134,817+149.6% | $123,973+171.4% | $155,188+116.8% |
| Participation rate | 87.5% | 79.4%+8.1pp | 76.7%+10.8pp | 80.8%+6.7pp |
| Annual return | 3.41% | 515.49%-512.1pp | 388.13%-384.7pp | 148.84%-145.4pp |
| Employer contribution / active EE | $2,845 | $4,425-35.7% | $4,126-31.0% | $4,248-33.0% |
| Participant deferral / active EE | $9,303 | $5,706+63.0% | $5,247+77.3% | $6,531+42.4% |
| Admin fee / account holder | $8,721 | $13,245-34.2% | $11,799-26.1% | $14,480-39.8% |