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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 | $383,866 | $99,875+284.3% | $146,866+161.4% | $86,983+341.3% |
| Participation rate | 92.9% | 75.8%+17.1pp | 82.5%+10.3pp | 69.5%+23.3pp |
| Annual return | 4.87% | 28.10%-23.2pp | 102.85%-98.0pp | 25.83%-21.0pp |
| Employer contribution / active EE | $5,271 | $3,224+63.5% | $4,425+19.1% | $2,584+103.9% |
| Participant deferral / active EE | $11,152 | $6,322+76.4% | $7,759+43.7% | $4,194+165.9% |
| Admin fee / account holder | $3,447 | $7,838-56.0% | $13,620-74.7% | $7,856-56.1% |