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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 | $316,478 | $183,516+72.5% | $155,534+103.5% | $145,884+116.9% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 8.75% | 61.43%-52.7pp | 64.92%-56.2pp | 551.85%-543.1pp |
| Employer contribution / active EE | $1,874 | $5,315-64.7% | $4,675-59.9% | $4,662-59.8% |
| Participant deferral / active EE | $9,555 | $6,467+47.8% | $5,630+69.7% | $6,690+42.8% |
| Admin fee / account holder | $4,642 | $19,293-75.9% | $15,900-70.8% | $13,392-65.3% |