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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 | $322,834 | $88,710+263.9% | $81,783+294.7% | $145,959+121.2% |
| Participation rate | 70.0% | 75.0%-5.0pp | 72.4%-2.4pp | 80.3%-10.3pp |
| Annual return | 6.11% | 1027.26%-1021.1pp | 775.05%-768.9pp | 561.95%-555.8pp |
| Employer contribution / active EE | $642 | $3,083-79.2% | $2,913-77.9% | $4,661-86.2% |
| Participant deferral / active EE | $6,900 | $4,645+48.6% | $4,320+59.7% | $6,689+3.2% |
| Admin fee / account holder | $3,662 | $8,407-56.4% | $7,380-50.4% | $13,398-72.7% |