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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 | $337,731 | $166,242+103.2% | $165,071+104.6% | $145,884+131.5% |
| Participation rate | 88.9% | 82.0%+6.9pp | 78.6%+10.3pp | 80.3%+8.6pp |
| Annual return | 7.69% | 100.44%-92.8pp | 70.17%-62.5pp | 551.85%-544.2pp |
| Employer contribution / active EE | $5,773 | $5,283+9.3% | $4,347+32.8% | $4,662+23.8% |
| Participant deferral / active EE | $8,223 | $6,964+18.1% | $6,035+36.2% | $6,690+22.9% |
| Admin fee / account holder | $6,808 | $16,658-59.1% | $12,695-46.4% | $13,392-49.2% |