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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 | $269,132 | $201,370+33.7% | $184,256+46.1% | $145,897+84.5% |
| Participation rate | 75.0% | 87.5%-12.5pp | 86.8%-11.8pp | 80.3%-5.3pp |
| Annual return | 8.78% | 29.05%-20.3pp | 28.85%-20.1pp | 552.29%-543.5pp |
| Employer contribution / active EE | $4,093 | $7,024-41.7% | $6,427-36.3% | $4,663-12.2% |
| Participant deferral / active EE | $18,274 | $9,808+86.3% | $9,133+100.1% | $6,689+173.2% |
| Admin fee / account holder | $1,285 | $16,364-92.1% | $13,899-90.8% | $13,390-90.4% |