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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 | $259,402 | $176,105+47.3% | $159,474+62.7% | $167,536+54.8% |
| Participation rate | 80.0% | 85.0%-5.0pp | 82.8%-2.8pp | 82.1%-2.1pp |
| Annual return | 6.31% | 331.91%-325.6pp | 263.68%-257.4pp | 478.82%-472.5pp |
| Employer contribution / active EE | $13,713 | $5,299+158.8% | $4,831+183.9% | $4,839+183.4% |
| Participant deferral / active EE | $8,400 | $7,751+8.4% | $7,353+14.2% | $6,342+32.4% |
| Admin fee / account holder | $7,110 | $12,559-43.4% | $10,802-34.2% | $12,315-42.3% |