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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 | $291,090 | $174,379+66.9% | $152,093+91.4% | $138,895+109.6% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 10.43% | 74.86%-64.4pp | 66.36%-55.9pp | 145.39%-135.0pp |
| Employer contribution / active EE | $4,087 | $4,652-12.1% | $4,175-2.1% | $4,194-2.5% |
| Participant deferral / active EE | $7,162 | $6,159+16.3% | $5,451+31.4% | $6,396+12.0% |
| Admin fee / account holder | $2,412 | $16,880-85.7% | $14,497-83.4% | $12,562-80.8% |