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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 | $338,936 | $156,398+116.7% | $147,318+130.1% | $138,895+144.0% |
| Participation rate | 95.0% | 83.8%+11.2pp | 82.1%+12.9pp | 79.9%+15.1pp |
| Annual return | 10.38% | 78.75%-68.4pp | 70.43%-60.1pp | 145.39%-135.0pp |
| Employer contribution / active EE | $7,306 | $4,853+50.5% | $4,593+59.1% | $4,194+74.2% |
| Participant deferral / active EE | $6,328 | $8,237-23.2% | $7,906-20.0% | $6,396-1.1% |
| Admin fee / account holder | $3,455 | $14,976-76.9% | $13,708-74.8% | $12,562-72.5% |