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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 | $375,419 | $117,846+218.6% | $102,434+266.5% | $145,884+157.3% |
| Participation rate | 83.3% | 78.6%+4.7pp | 76.5%+6.8pp | 80.3%+3.0pp |
| Annual return | 5.73% | 31.90%-26.2pp | 29.46%-23.7pp | 551.85%-546.1pp |
| Employer contribution / active EE | $1,431 | $3,615-60.4% | $3,023-52.7% | $4,662-69.3% |
| Participant deferral / active EE | $3,086 | $5,733-46.2% | $5,055-38.9% | $6,690-53.9% |
| Admin fee / account holder | $2,043 | $13,356-84.7% | $9,462-78.4% | $13,392-84.7% |