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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 | $355,401 | $178,174+99.5% | $156,181+127.6% | $137,256+158.9% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.8%-3.8pp | 80.0%-5.0pp |
| Annual return | 8.55% | 84.19%-75.6pp | 64.87%-56.3pp | 220.34%-211.8pp |
| Employer contribution / active EE | $3,074 | $4,972-38.2% | $4,294-28.4% | $4,156-26.0% |
| Participant deferral / active EE | $8,949 | $6,888+29.9% | $6,132+45.9% | $6,407+39.7% |
| Admin fee / account holder | $1,408 | $17,404-91.9% | $14,586-90.3% | $12,270-88.5% |