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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 | $292,271 | $165,381+76.7% | $149,730+95.2% | $158,966+83.9% |
| Participation rate | 77.8% | 84.6%-6.8pp | 82.5%-4.7pp | 82.0%-4.2pp |
| Annual return | 7.98% | 348.29%-340.3pp | 276.70%-268.7pp | 302.95%-295.0pp |
| Employer contribution / active EE | $3,378 | $5,104-33.8% | $4,645-27.3% | $4,762-29.1% |
| Participant deferral / active EE | $12,804 | $7,182+78.3% | $6,843+87.1% | $5,983+114.0% |
| Admin fee / account holder | $1,193 | $10,809-89.0% | $9,310-87.2% | $11,250-89.4% |