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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 | $296,973 | $165,361+79.6% | $149,715+98.4% | $158,950+86.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 4.85% | 348.24%-343.4pp | 276.66%-271.8pp | 302.91%-298.1pp |
| Employer contribution / active EE | $3,203 | $5,103-37.2% | $4,645-31.0% | $4,762-32.7% |
| Participant deferral / active EE | $8,190 | $7,182+14.0% | $6,842+19.7% | $5,983+36.9% |
| Admin fee / account holder | $7,863 | $10,808-27.2% | $9,310-15.5% | $11,248-30.1% |