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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 | $347,586 | $183,592+89.3% | $155,574+123.4% | $145,877+138.3% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 5.62% | 61.37%-55.8pp | 64.87%-59.2pp | 551.28%-545.7pp |
| Employer contribution / active EE | $2,830 | $5,317-46.8% | $4,676-39.5% | $4,663-39.3% |
| Participant deferral / active EE | $9,198 | $6,466+42.2% | $5,629+63.4% | $6,691+37.5% |
| Admin fee / account holder | $4,445 | $19,316-77.0% | $15,914-72.1% | $13,402-66.8% |