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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 | $309,031 | $209,336+47.6% | $197,124+56.8% | $137,256+125.1% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 5.95% | 48.09%-42.1pp | 44.34%-38.4pp | 220.34%-214.4pp |
| Employer contribution / active EE | $3,282 | $6,591-50.2% | $6,227-47.3% | $4,156-21.0% |
| Participant deferral / active EE | $4,489 | $9,614-53.3% | $9,135-50.9% | $6,407-29.9% |
| Admin fee / account holder | $4,274 | $17,308-75.3% | $16,298-73.8% | $12,270-65.2% |