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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 | $114,119+186.6% | $107,187+205.1% | $138,895+135.5% |
| Participation rate | 87.5% | 78.1%+9.4pp | 75.0%+12.5pp | 79.9%+7.6pp |
| Annual return | 8.95% | 273.21%-264.3pp | 204.55%-195.6pp | 145.39%-136.4pp |
| Employer contribution / active EE | $4,358 | $4,059+7.4% | $3,782+15.2% | $4,194+3.9% |
| Participant deferral / active EE | $15,599 | $5,538+181.7% | $5,096+206.1% | $6,396+143.9% |
| Admin fee / account holder | $68,592 | $10,024+584.3% | $9,162+648.6% | $12,562+446.0% |