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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 | $373,107 | $160,040+133.1% | $147,096+153.6% | $145,877+155.8% |
| Participation rate | 76.9% | 84.0%-7.1pp | 82.2%-5.3pp | 80.3%-3.4pp |
| Annual return | 8.97% | 98.49%-89.5pp | 419.75%-410.8pp | 551.28%-542.3pp |
| Employer contribution / active EE | $4,522 | $5,289-14.5% | $4,936-8.4% | $4,663-3.0% |
| Participant deferral / active EE | $9,107 | $8,429+8.0% | $8,071+12.8% | $6,691+36.1% |
| Admin fee / account holder | $2,480 | $15,050-83.5% | $13,005-80.9% | $13,402-81.5% |