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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 | $254,499 | $162,136+57.0% | $152,301+67.1% | $154,746+64.5% |
| Participation rate | 90.9% | 84.1%+6.8pp | 82.4%+8.5pp | 80.7%+10.2pp |
| Annual return | 11.07% | 91.02%-80.0pp | 80.50%-69.4pp | 172.34%-161.3pp |
| Employer contribution / active EE | $1,658 | $4,890-66.1% | $4,624-64.1% | $4,379-62.1% |
| Participant deferral / active EE | $6,420 | $8,341-23.0% | $8,004-19.8% | $6,730-4.6% |
| Admin fee / account holder | $9,112 | $15,759-42.2% | $14,398-36.7% | $14,365-36.6% |