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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 | $259,076 | $129,737+99.7% | $119,126+117.5% | $154,746+67.4% |
| Participation rate | 75.0% | 78.9%-3.9pp | 75.8%-0.8pp | 80.7%-5.7pp |
| Annual return | 4.53% | 379.08%-374.6pp | 282.11%-277.6pp | 172.34%-167.8pp |
| Employer contribution / active EE | $1,942 | $4,375-55.6% | $4,034-51.9% | $4,379-55.7% |
| Participant deferral / active EE | $13,075 | $5,842+123.8% | $5,318+145.9% | $6,730+94.3% |
| Admin fee / account holder | $66,400 | $11,961+455.2% | $10,693+521.0% | $14,365+362.2% |