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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 | $258,766 | $183,592+40.9% | $155,574+66.3% | $145,877+77.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 6.14% | 61.37%-55.2pp | 64.87%-58.7pp | 551.28%-545.1pp |
| Employer contribution / active EE | $1,989 | $5,317-62.6% | $4,676-57.5% | $4,663-57.3% |
| Participant deferral / active EE | $7,635 | $6,466+18.1% | $5,629+35.6% | $6,691+14.1% |
| Admin fee / account holder | $4,049 | $19,316-79.0% | $15,914-74.6% | $13,402-69.8% |