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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 | $293,240 | $181,896+61.2% | $156,551+87.3% | $273,972+7.0% |
| Participation rate | 90.9% | 88.4%+2.5pp | 84.0%+6.9pp | 83.0%+7.9pp |
| Annual return | -3.47% | 30.74%-34.2pp | 32.23%-35.7pp | 41.46%-44.9pp |
| Employer contribution / active EE | $2,931 | $6,248-53.1% | $5,501-46.7% | $4,869-39.8% |
| Participant deferral / active EE | $7,606 | $5,550+37.0% | $4,871+56.1% | $5,287+43.9% |
| Admin fee / account holder | $1,536 | $15,560-90.1% | $13,028-88.2% | $10,133-84.8% |