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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 | $327,051 | $111,535+193.2% | $105,223+210.8% | $137,256+138.3% |
| Participation rate | 87.5% | 78.1%+9.4pp | 75.0%+12.5pp | 80.0%+7.5pp |
| Annual return | 8.95% | 237.85%-228.9pp | 180.65%-171.7pp | 220.34%-211.4pp |
| Employer contribution / active EE | $4,358 | $3,939+10.6% | $3,689+18.1% | $4,156+4.9% |
| Participant deferral / active EE | $15,599 | $5,500+183.6% | $5,072+207.6% | $6,407+143.5% |
| Admin fee / account holder | $68,592 | $9,721+605.6% | $8,859+674.3% | $12,270+459.0% |