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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 | $287,478 | $157,296+82.8% | $141,191+103.6% | $152,897+88.0% |
| Participation rate | 71.4% | 84.8%-13.4pp | 82.5%-11.0pp | 82.5%-11.0pp |
| Annual return | 14.47% | 64.34%-49.9pp | 71.41%-56.9pp | 345.43%-331.0pp |
| Employer contribution / active EE | $1,713 | $5,262-67.4% | $4,736-63.8% | $4,764-64.0% |
| Participant deferral / active EE | $3,757 | $7,111-47.2% | $6,710-44.0% | $5,851-35.8% |
| Admin fee / account holder | $3,228 | $12,125-73.4% | $10,264-68.6% | $11,599-72.2% |