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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 | $364,643 | $93,345+290.6% | $119,126+206.1% | $87,485+316.8% |
| Participation rate | 87.5% | 68.7%+18.8pp | 75.8%+11.7pp | 68.9%+18.6pp |
| Annual return | 4.79% | 19.08%-14.3pp | 282.11%-277.3pp | 26.06%-21.3pp |
| Employer contribution / active EE | $8,705 | $3,172+174.5% | $4,034+115.8% | $2,596+235.3% |
| Participant deferral / active EE | $8,167 | $4,099+99.3% | $5,318+53.6% | $4,274+91.1% |
| Admin fee / account holder | $7,605 | $8,039-5.4% | $10,693-28.9% | $7,775-2.2% |