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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 | $274,922 | $201,259+36.6% | $184,200+49.3% | $145,959+88.4% |
| Participation rate | 90.9% | 87.5%+3.4pp | 86.8%+4.1pp | 80.3%+10.6pp |
| Annual return | 9.51% | 28.98%-19.5pp | 28.80%-19.3pp | 561.95%-552.4pp |
| Employer contribution / active EE | $3,983 | $7,018-43.3% | $6,424-38.0% | $4,661-14.6% |
| Participant deferral / active EE | $7,317 | $9,806-25.4% | $9,132-19.9% | $6,689+9.4% |
| Admin fee / account holder | $61,541 | $16,372+275.9% | $13,907+342.5% | $13,398+359.3% |