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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 | $394,566 | $211,288+86.7% | $178,540+121.0% | $145,884+170.5% |
| Participation rate | 71.4% | 80.8%-9.4pp | 77.1%-5.7pp | 80.3%-8.9pp |
| Annual return | 7.67% | 30.27%-22.6pp | 27.15%-19.5pp | 551.85%-544.2pp |
| Employer contribution / active EE | $2,138 | $4,574-53.3% | $3,953-45.9% | $4,662-54.2% |
| Participant deferral / active EE | $12,296 | $6,967+76.5% | $6,281+95.8% | $6,690+83.8% |
| Admin fee / account holder | $2,165 | $12,105-82.1% | $10,424-79.2% | $13,392-83.8% |