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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 | $304,445 | $165,361+84.1% | $149,715+103.3% | $158,950+91.5% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 4.69% | 348.24%-343.5pp | 276.66%-272.0pp | 302.91%-298.2pp |
| Employer contribution / active EE | $4,748 | $5,103-7.0% | $4,645+2.2% | $4,762-0.3% |
| Participant deferral / active EE | $11,716 | $7,182+63.1% | $6,842+71.2% | $5,983+95.8% |
| Admin fee / account holder | $91,315 | $10,808+744.9% | $9,310+880.9% | $11,248+711.8% |