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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 | $268,867 | $172,111+56.2% | $150,298+78.9% | $137,256+95.9% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 6.87% | 69.37%-62.5pp | 62.79%-55.9pp | 220.34%-213.5pp |
| Employer contribution / active EE | $2,469 | $4,636-46.7% | $4,154-40.6% | $4,156-40.6% |
| Participant deferral / active EE | $8,378 | $6,166+35.9% | $5,453+53.6% | $6,407+30.8% |
| Admin fee / account holder | $13,099 | $16,471-20.5% | $14,116-7.2% | $12,270+6.8% |