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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 | $278,064 | $183,516+51.5% | $155,534+78.8% | $145,884+90.6% |
| Participation rate | 94.7% | 82.7%+12.0pp | 78.2%+16.5pp | 80.3%+14.4pp |
| Annual return | 3.94% | 61.43%-57.5pp | 64.92%-61.0pp | 551.85%-547.9pp |
| Employer contribution / active EE | $7,152 | $5,315+34.6% | $4,675+53.0% | $4,662+53.4% |
| Participant deferral / active EE | $4,826 | $6,467-25.4% | $5,630-14.3% | $6,690-27.9% |
| Admin fee / account holder | $2,942 | $19,293-84.8% | $15,900-81.5% | $13,392-78.0% |