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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 | $287,926 | $176,786+62.9% | $146,643+96.3% | $167,536+71.9% |
| Participation rate | 75.0% | 83.6%-8.6pp | 80.1%-5.1pp | 82.1%-7.1pp |
| Annual return | 6.11% | 24.04%-17.9pp | 22.75%-16.6pp | 478.82%-472.7pp |
| Employer contribution / active EE | $5,945 | $5,161+15.2% | $4,137+43.7% | $4,839+22.9% |
| Participant deferral / active EE | $7,895 | $6,440+22.6% | $5,506+43.4% | $6,342+24.5% |
| Admin fee / account holder | $23,180 | $13,262+74.8% | $10,280+125.5% | $12,315+88.2% |