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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 | $262,234 | $102,595+155.6% | $94,057+178.8% | $154,746+69.5% |
| Participation rate | 75.0% | 76.0%-1.0pp | 73.3%+1.7pp | 80.7%-5.7pp |
| Annual return | 8.33% | 583.42%-575.1pp | 480.62%-472.3pp | 172.34%-164.0pp |
| Employer contribution / active EE | $2,651 | $3,147-15.8% | $2,933-9.6% | $4,379-39.5% |
| Participant deferral / active EE | $4,483 | $5,118-12.4% | $4,709-4.8% | $6,730-33.4% |
| Admin fee / account holder | $2,695 | $7,736-65.2% | $7,244-62.8% | $14,365-81.2% |