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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 | $373,078 | $209,336+78.2% | $197,124+89.3% | $137,256+171.8% |
| Participation rate | 93.8% | 87.3%+6.4pp | 86.7%+7.0pp | 80.0%+13.8pp |
| Annual return | 4.79% | 48.09%-43.3pp | 44.34%-39.6pp | 220.34%-215.6pp |
| Employer contribution / active EE | $6,788 | $6,591+3.0% | $6,227+9.0% | $4,156+63.3% |
| Participant deferral / active EE | $0 | $9,614-100.0% | $9,135-100.0% | $6,407-100.0% |
| Admin fee / account holder | $1,626 | $17,308-90.6% | $16,298-90.0% | $12,270-86.8% |