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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 | $340,946 | $212,386+60.5% | $199,883+70.6% | $138,895+145.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 5.21% | 47.75%-42.5pp | 43.81%-38.6pp | 145.39%-140.2pp |
| Employer contribution / active EE | $9,985 | $6,625+50.7% | $6,261+59.5% | $4,194+138.1% |
| Participant deferral / active EE | $17,830 | $9,617+85.4% | $9,138+95.1% | $6,396+178.8% |
| Admin fee / account holder | $10,675 | $18,233-41.5% | $17,268-38.2% | $12,562-15.0% |