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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 | $348,886 | $172,111+102.7% | $150,298+132.1% | $137,256+154.2% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 4.40% | 69.37%-65.0pp | 62.79%-58.4pp | 220.34%-215.9pp |
| Employer contribution / active EE | $3,085 | $4,636-33.5% | $4,154-25.7% | $4,156-25.8% |
| Participant deferral / active EE | $9,537 | $6,166+54.7% | $5,453+74.9% | $6,407+48.9% |
| Admin fee / account holder | $3,983 | $16,471-75.8% | $14,116-71.8% | $12,270-67.5% |