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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 | $316,875 | $178,174+77.8% | $156,181+102.9% | $137,256+130.9% |
| Participation rate | 94.4% | 82.0%+12.4pp | 78.8%+15.6pp | 80.0%+14.5pp |
| Annual return | 4.12% | 84.19%-80.1pp | 64.87%-60.8pp | 220.34%-216.2pp |
| Employer contribution / active EE | $6,072 | $4,972+22.1% | $4,294+41.4% | $4,156+46.1% |
| Participant deferral / active EE | $0 | $6,888-100.0% | $6,132-100.0% | $6,407-100.0% |
| Admin fee / account holder | $12,784 | $17,404-26.5% | $14,586-12.4% | $12,270+4.2% |