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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 | $307,829 | $162,136+89.9% | $152,301+102.1% | $154,746+98.9% |
| Participation rate | 88.9% | 84.1%+4.8pp | 82.4%+6.4pp | 80.7%+8.2pp |
| Annual return | 10.35% | 91.02%-80.7pp | 80.50%-70.2pp | 172.34%-162.0pp |
| Employer contribution / active EE | $3,005 | $4,890-38.5% | $4,624-35.0% | $4,379-31.4% |
| Participant deferral / active EE | $6,083 | $8,341-27.1% | $8,004-24.0% | $6,730-9.6% |
| Admin fee / account holder | $2,000 | $15,759-87.3% | $14,398-86.1% | $14,365-86.1% |