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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 | $295,142 | $154,228+91.4% | $145,433+102.9% | $137,256+115.0% |
| Participation rate | 92.3% | 83.8%+8.5pp | 82.1%+10.2pp | 80.0%+12.3pp |
| Annual return | 7.71% | 74.59%-66.9pp | 66.58%-58.9pp | 220.34%-212.6pp |
| Employer contribution / active EE | $10,427 | $4,804+117.1% | $4,554+128.9% | $4,156+150.9% |
| Participant deferral / active EE | $12,841 | $8,216+56.3% | $7,897+62.6% | $6,407+100.4% |
| Admin fee / account holder | $3,103 | $14,344-78.4% | $13,129-76.4% | $12,270-74.7% |