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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 | $324,352 | $157,276+106.2% | $141,177+129.7% | $152,885+112.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 12.27% | 64.33%-52.1pp | 71.40%-59.1pp | 345.39%-333.1pp |
| Employer contribution / active EE | $3,917 | $5,262-25.5% | $4,736-17.3% | $4,763-17.8% |
| Participant deferral / active EE | $8,321 | $7,110+17.0% | $6,710+24.0% | $5,851+42.2% |
| Admin fee / account holder | $6,590 | $12,123-45.6% | $10,263-35.8% | $11,598-43.2% |