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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 | $456,019 | $176,105+158.9% | $159,474+186.0% | $167,536+172.2% |
| Participation rate | 75.0% | 85.0%-10.0pp | 82.8%-7.8pp | 82.1%-7.1pp |
| Annual return | 8.13% | 331.91%-323.8pp | 263.68%-255.5pp | 478.82%-470.7pp |
| Employer contribution / active EE | $1,481 | $5,299-72.1% | $4,831-69.3% | $4,839-69.4% |
| Participant deferral / active EE | $11,284 | $7,751+45.6% | $7,353+53.5% | $6,342+77.9% |
| Admin fee / account holder | $7,677 | $12,559-38.9% | $10,802-28.9% | $12,315-37.7% |