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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 | $370,734 | $78,428+372.7% | $95,960+286.3% | $79,852+364.3% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 8.96% | 19.37%-10.4pp | 91.63%-82.7pp | 31.72%-22.8pp |
| Employer contribution / active EE | $4,434 | $1,945+127.9% | $2,541+74.5% | $2,471+79.4% |
| Participant deferral / active EE | $6,236 | $3,440+81.3% | $4,167+49.7% | $3,740+66.7% |
| Admin fee / account holder | $2,478 | $5,622-55.9% | $6,797-63.5% | $5,306-53.3% |