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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 | $314,991 | $185,905+69.4% | $170,057+85.2% | $139,487+125.8% |
| Participation rate | 95.2% | 87.8%+7.5pp | 87.0%+8.2pp | 80.3%+14.9pp |
| Annual return | 9.38% | 60.56%-51.2pp | 53.42%-44.0pp | 373.84%-364.5pp |
| Employer contribution / active EE | $4,441 | $7,597-41.5% | $6,790-34.6% | $4,755-6.6% |
| Participant deferral / active EE | $3,599 | $11,627-69.0% | $10,411-65.4% | $6,713-46.4% |
| Admin fee / account holder | $116,458 | $15,397+656.4% | $12,826+808.0% | $11,407+920.9% |