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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 | $155,555+97.9% | $146,866+109.6% | $155,188+98.4% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.5%+6.4pp | 80.8%+8.1pp |
| Annual return | 10.35% | 115.41%-105.1pp | 102.85%-92.5pp | 148.84%-138.5pp |
| Employer contribution / active EE | $3,005 | $4,647-35.3% | $4,425-32.1% | $4,248-29.2% |
| Participant deferral / active EE | $6,083 | $8,044-24.4% | $7,759-21.6% | $6,531-6.9% |
| Admin fee / account holder | $2,000 | $14,755-86.4% | $13,620-85.3% | $14,480-86.2% |