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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 | $270,835 | $172,111+57.4% | $150,298+80.2% | $137,256+97.3% |
| Participation rate | 80.0% | 81.7%-1.7pp | 77.8%+2.2pp | 80.0%0pp |
| Annual return | 10.00% | 69.37%-59.4pp | 62.79%-52.8pp | 220.34%-210.3pp |
| Employer contribution / active EE | $2,723 | $4,636-41.3% | $4,154-34.5% | $4,156-34.5% |
| Participant deferral / active EE | $12,620 | $6,166+104.7% | $5,453+131.4% | $6,407+97.0% |
| Admin fee / account holder | $2,812 | $16,471-82.9% | $14,116-80.1% | $12,270-77.1% |