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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 | $270,398 | $148,623+81.9% | $135,974+98.9% | $139,466+93.9% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 7.55% | 79.30%-71.7pp | 68.30%-60.8pp | 373.66%-366.1pp |
| Employer contribution / active EE | $5,152 | $5,246-1.8% | $4,859+6.0% | $4,754+8.4% |
| Participant deferral / active EE | $17,282 | $8,103+113.3% | $7,760+122.7% | $6,712+157.5% |
| Admin fee / account holder | $2,019 | $12,406-83.7% | $10,767-81.2% | $11,409-82.3% |